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 | $121,334 | $159,934-24.1% | $147,005-17.5% | $145,959-16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.24%-85.1pp | 418.76%-405.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $6,477 | $5,287+22.5% | $4,934+31.3% | $4,661+39.0% |
| Participant deferral / active EE | $19,649 | $8,427+133.2% | $8,070+143.5% | $6,689+193.8% |
| Admin fee / account holder | $19,559 | $15,053+29.9% | $13,006+50.4% | $13,398+46.0% |