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 | $126,591 | $157,256-19.5% | $141,162-10.3% | $152,861-17.2% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 18.04% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,870 | $5,261-26.4% | $4,735-18.3% | $4,762-18.7% |
| Participant deferral / active EE | $6,604 | $7,109-7.1% | $6,709-1.6% | $5,850+12.9% |
| Admin fee / account holder | $40,828 | $12,120+236.9% | $10,261+297.9% | $11,596+252.1% |