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 | $146,044 | $105,181+38.9% | $159,436-8.4% | $85,850+70.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 17.48% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,983 | $3,318-10.1% | $4,829-38.2% | $2,565+16.3% |
| Participant deferral / active EE | $8,037 | $5,945+35.2% | $7,352+9.3% | $3,952+103.4% |
| Admin fee / account holder | $4,078 | $6,933-41.2% | $10,799-62.2% | $6,260-34.9% |