See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,489 | $105,181+50.7% | $159,436-0.6% | $85,850+84.6% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 15.21% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $5,612 | $3,318+69.1% | $4,829+16.2% | $2,565+118.8% |
| Participant deferral / active EE | $10,518 | $5,945+76.9% | $7,352+43.1% | $3,952+166.2% |
| Admin fee / account holder | $8,114 | $6,933+17.0% | $10,799-24.9% | $6,260+29.6% |