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 | $159,934-22.6% | $147,005-15.8% | $145,959-15.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 66.04% | 98.24%-32.2pp | 418.76%-352.7pp | 561.95%-495.9pp |
| Employer contribution / active EE | $5,667 | $5,287+7.2% | $4,934+14.9% | $4,661+21.6% |
| Participant deferral / active EE | $8,143 | $8,427-3.4% | $8,070+0.9% | $6,689+21.7% |
| Admin fee / account holder | $635 | $15,053-95.8% | $13,006-95.1% | $13,398-95.3% |