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 | $120,401 | $198,466-39.3% | $170,442-29.4% | $147,584-18.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.91% | 257.29%-244.4pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $11,740 | $6,184+89.9% | $5,433+116.1% | $4,876+140.8% |
| Participant deferral / active EE | $9,775 | $5,629+73.6% | $4,939+97.9% | $5,439+79.7% |
| Admin fee / account holder | $2,932 | $16,852-82.6% | $13,880-78.9% | $10,885-73.1% |