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 | $173,046 | $176,056-1.7% | $159,436+8.5% | $167,490+3.3% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 12.26% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,450 | $5,297-72.6% | $4,829-70.0% | $4,837-70.0% |
| Participant deferral / active EE | $9,032 | $7,750+16.5% | $7,352+22.9% | $6,341+42.4% |
| Admin fee / account holder | $364 | $12,554-97.1% | $10,799-96.6% | $12,309-97.0% |