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 | $129,790 | $209,336-38.0% | $197,124-34.2% | $137,256-5.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 79.50% | 48.09%+31.4pp | 44.34%+35.2pp | 220.34%-140.8pp |
| Employer contribution / active EE | $8,110 | $6,591+23.1% | $6,227+30.2% | $4,156+95.1% |
| Participant deferral / active EE | $12,957 | $9,614+34.8% | $9,135+41.8% | $6,407+102.2% |
| Admin fee / account holder | $14,878 | $17,308-14.0% | $16,298-8.7% | $12,270+21.2% |