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 | $112,419 | $209,832-46.4% | $189,513-40.7% | $167,490-32.9% |
| Participation rate | 91.3% | 88.7%+2.6pp | 87.8%+3.5pp | 82.1%+9.2pp |
| Annual return | 13.45% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,877 | $6,914-43.9% | $6,162-37.1% | $4,837-19.9% |
| Participant deferral / active EE | $10,776 | $8,935+20.6% | $8,221+31.1% | $6,341+69.9% |
| Admin fee / account holder | $14,432 | $14,293+1.0% | $12,045+19.8% | $12,309+17.2% |