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 | $123,873 | $183,963-32.7% | $162,163-23.6% | $152,861-19.0% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 23.83% | 150.76%-126.9pp | 115.59%-91.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,394 | $6,371-62.4% | $5,614-57.3% | $4,762-49.7% |
| Participant deferral / active EE | $6,202 | $8,034-22.8% | $7,298-15.0% | $5,850+6.0% |
| Admin fee / account holder | $3,783 | $13,121-71.2% | $10,843-65.1% | $11,596-67.4% |