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 | $180,807 | $159,901+13.1% | $146,958+23.0% | $145,922+23.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.75% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,159 | $5,286-40.2% | $4,933-36.0% | $4,660-32.2% |
| Participant deferral / active EE | $10,480 | $8,428+24.3% | $8,070+29.9% | $6,688+56.7% |
| Admin fee / account holder | $21,098 | $15,044+40.2% | $12,998+62.3% | $13,397+57.5% |