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 | $204,108 | $209,832-2.7% | $189,513+7.7% | $167,490+21.9% |
| Participation rate | 95.5% | 88.7%+6.8pp | 87.8%+7.6pp | 82.1%+13.3pp |
| Annual return | 15.60% | 748.27%-732.7pp | 555.15%-539.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,386 | $6,914-51.0% | $6,162-45.0% | $4,837-30.0% |
| Participant deferral / active EE | $9,028 | $8,935+1.0% | $8,221+9.8% | $6,341+42.4% |
| Admin fee / account holder | $4,342 | $14,293-69.6% | $12,045-63.9% | $12,309-64.7% |