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 | $125,386 | $210,698-40.5% | $178,014-29.6% | $145,959-14.1% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 15.02% | 386.27%-371.3pp | 294.80%-279.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,743 | $4,567-39.9% | $3,950-30.6% | $4,661-41.2% |
| Participant deferral / active EE | $6,029 | $6,958-13.4% | $6,276-3.9% | $6,689-9.9% |
| Admin fee / account holder | $842 | $12,016-93.0% | $10,362-91.9% | $13,398-93.7% |