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 | $82,236 | $150,197-45.2% | $120,368-31.7% | $145,959-43.7% |
| Participation rate | 95.5% | 78.8%+16.7pp | 71.9%+23.5pp | 80.3%+15.2pp |
| Annual return | 17.76% | 154.26%-136.5pp | 107.26%-89.5pp | 561.95%-544.2pp |
| Employer contribution / active EE | $4,902 | $4,350+12.7% | $3,465+41.5% | $4,661+5.2% |
| Participant deferral / active EE | $6,357 | $6,174+3.0% | $4,991+27.4% | $6,689-5.0% |
| Admin fee / account holder | $9,052 | $12,216-25.9% | $9,429-4.0% | $13,398-32.4% |