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 | $122,734 | $165,984-26.1% | $164,813-25.5% | $145,922-15.9% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 13.62% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,614 | $5,273-31.5% | $4,341-16.8% | $4,660-22.4% |
| Participant deferral / active EE | $10,821 | $6,959+55.5% | $6,031+79.4% | $6,688+61.8% |
| Admin fee / account holder | $605 | $16,648-96.4% | $12,690-95.2% | $13,397-95.5% |