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 | $128,843 | $217,402-40.7% | $185,823-30.7% | $167,490-23.1% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 10.12% | 148.36%-138.2pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,534 | $5,873-56.8% | $5,167-51.0% | $4,837-47.6% |
| Participant deferral / active EE | $8,881 | $6,356+39.7% | $5,568+59.5% | $6,341+40.0% |
| Admin fee / account holder | $771 | $19,811-96.1% | $16,237-95.3% | $12,309-93.7% |