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 | $74,599 | $154,117-51.6% | $129,995-42.6% | $139,434-46.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 14.03% | 32.48%-18.4pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $7,427 | $5,289+40.4% | $4,320+71.9% | $4,751+56.3% |
| Participant deferral / active EE | $14,722 | $6,710+119.4% | $5,820+152.9% | $6,710+119.4% |
| Admin fee / account holder | $342 | $14,007-97.6% | $10,614-96.8% | $11,403-97.0% |