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 | $101,655 | $217,402-53.2% | $185,823-45.3% | $167,490-39.3% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 31.31% | 148.36%-117.0pp | 122.05%-90.7pp | 478.56%-447.2pp |
| Employer contribution / active EE | $3,474 | $5,873-40.9% | $5,167-32.8% | $4,837-28.2% |
| Participant deferral / active EE | $6,737 | $6,356+6.0% | $5,568+21.0% | $6,341+6.2% |
| Admin fee / account holder | $29,067 | $19,811+46.7% | $16,237+79.0% | $12,309+136.1% |