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 | $123,851 | $159,901-22.5% | $146,958-15.7% | $145,922-15.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 66.04% | 98.13%-32.1pp | 418.34%-352.3pp | 561.29%-495.2pp |
| Employer contribution / active EE | $5,667 | $5,286+7.2% | $4,933+14.9% | $4,660+21.6% |
| Participant deferral / active EE | $8,143 | $8,428-3.4% | $8,070+0.9% | $6,688+21.8% |
| Admin fee / account holder | $635 | $15,044-95.8% | $12,998-95.1% | $13,397-95.3% |