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 6-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 | $136,365 | $159,901-14.7% | $146,958-7.2% | $145,922-6.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 18.59% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,702 | $5,286-30.0% | $4,933-25.0% | $4,660-20.6% |
| Participant deferral / active EE | $10,952 | $8,428+29.9% | $8,070+35.7% | $6,688+63.8% |
| Admin fee / account holder | $1,415 | $15,044-90.6% | $12,998-89.1% | $13,397-89.4% |