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 | $153,314 | $175,202-12.5% | $149,673+2.4% | $139,434+10.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 17.61% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,928 | $5,474+8.3% | $4,818+23.1% | $4,751+24.8% |
| Participant deferral / active EE | $10,569 | $6,519+62.1% | $5,680+86.1% | $6,710+57.5% |
| Admin fee / account holder | $2,880 | $16,150-82.2% | $13,210-78.2% | $11,403-74.7% |