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 | $69,818 | $59,101+18.1% | $77,163-9.5% | $75,163-7.1% |
| Participation rate | 92.4% | 63.9%+28.5pp | 69.6%+22.8pp | 67.2%+25.2pp |
| Annual return | 144.03% | 26.71%+117.3pp | 37.87%+106.2pp | 160.62%-16.6pp |
| Employer contribution / active EE | $2,126 | $1,995+6.6% | $2,535-16.1% | $2,670-20.4% |
| Participant deferral / active EE | $5,248 | $2,999+75.0% | $3,833+36.9% | $4,125+27.2% |
| Admin fee / account holder | $339 | $4,774-92.9% | $5,472-93.8% | $5,651-94.0% |