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 | $149,944 | $217,402-31.0% | $185,823-19.3% | $167,490-10.5% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 32.98% | 148.36%-115.4pp | 122.05%-89.1pp | 478.56%-445.6pp |
| Employer contribution / active EE | $3,085 | $5,873-47.5% | $5,167-40.3% | $4,837-36.2% |
| Participant deferral / active EE | $8,367 | $6,356+31.6% | $5,568+50.3% | $6,341+31.9% |
| Admin fee / account holder | $767 | $19,811-96.1% | $16,237-95.3% | $12,309-93.8% |