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 | $132,186 | $157,256-15.9% | $141,162-6.4% | $152,861-13.5% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 25.94% | 64.32%-38.4pp | 71.39%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $5,022 | $5,261-4.5% | $4,735+6.1% | $4,762+5.5% |
| Participant deferral / active EE | $10,805 | $7,109+52.0% | $6,709+61.1% | $5,850+84.7% |
| Admin fee / account holder | $2,446 | $12,120-79.8% | $10,261-76.2% | $11,596-78.9% |