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 | $121,752 | $157,256-22.6% | $141,162-13.7% | $152,861-20.4% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 16.35% | 64.32%-48.0pp | 71.39%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $7,617 | $5,261+44.8% | $4,735+60.9% | $4,762+59.9% |
| Participant deferral / active EE | $6,204 | $7,109-12.7% | $6,709-7.5% | $5,850+6.0% |
| Admin fee / account holder | $835 | $12,120-93.1% | $10,261-91.9% | $11,596-92.8% |