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 | $70,038 | $198,466-64.7% | $170,442-58.9% | $147,584-52.5% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 15.23% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $7,060 | $6,184+14.2% | $5,433+30.0% | $4,876+44.8% |
| Participant deferral / active EE | $5,542 | $5,629-1.6% | $4,939+12.2% | $5,439+1.9% |
| Admin fee / account holder | $2,427 | $16,852-85.6% | $13,880-82.5% | $10,885-77.7% |