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 8-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 | $129,231 | $159,901-19.2% | $146,958-12.1% | $145,922-11.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 18.19% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,988 | $5,286-24.6% | $4,933-19.2% | $4,660-14.4% |
| Participant deferral / active EE | $10,376 | $8,428+23.1% | $8,070+28.6% | $6,688+55.2% |
| Admin fee / account holder | $1,713 | $15,044-88.6% | $12,998-86.8% | $13,397-87.2% |