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 | $130,922 | $157,256-16.7% | $141,162-7.3% | $152,861-14.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 32.94% | 64.32%-31.4pp | 71.39%-38.5pp | 345.32%-312.4pp |
| Employer contribution / active EE | $12,438 | $5,261+136.4% | $4,735+162.7% | $4,762+161.2% |
| Participant deferral / active EE | $9,567 | $7,109+34.6% | $6,709+42.6% | $5,850+63.5% |
| Admin fee / account holder | $20,990 | $12,120+73.2% | $10,261+104.6% | $11,596+81.0% |