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 | $116,154 | $183,963-36.9% | $162,163-28.4% | $152,861-24.0% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 13.46% | 150.76%-137.3pp | 115.59%-102.1pp | 345.32%-331.9pp |
| Employer contribution / active EE | $5,660 | $6,371-11.1% | $5,614+0.8% | $4,762+18.9% |
| Participant deferral / active EE | $3,866 | $8,034-51.9% | $7,298-47.0% | $5,850-33.9% |
| Admin fee / account holder | $1,317 | $13,121-90.0% | $10,843-87.9% | $11,596-88.6% |