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 | $105,763 | $175,202-39.6% | $149,673-29.3% | $139,434-24.1% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 18.07% | 166.71%-148.6pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,975 | $5,474+9.2% | $4,818+24.0% | $4,751+25.8% |
| Participant deferral / active EE | $8,637 | $6,519+32.5% | $5,680+52.1% | $6,710+28.7% |
| Admin fee / account holder | $988 | $16,150-93.9% | $13,210-92.5% | $11,403-91.3% |