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 | $191,519 | $175,202+9.3% | $149,673+28.0% | $139,434+37.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 23.81% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,392 | $5,474-74.6% | $4,818-71.1% | $4,751-70.7% |
| Participant deferral / active EE | $8,219 | $6,519+26.1% | $5,680+44.7% | $6,710+22.5% |
| Admin fee / account holder | $32,295 | $16,150+100.0% | $13,210+144.5% | $11,403+183.2% |