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 | $125,825 | $105,181+19.6% | $159,436-21.1% | $85,850+46.6% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 30.04% | 45.07%-15.0pp | 263.57%-233.5pp | 318.53%-288.5pp |
| Employer contribution / active EE | $1,490 | $3,318-55.1% | $4,829-69.2% | $2,565-41.9% |
| Participant deferral / active EE | $4,185 | $5,945-29.6% | $7,352-43.1% | $3,952+5.9% |
| Admin fee / account holder | $21,949 | $6,933+216.6% | $10,799+103.3% | $6,260+250.6% |