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 | $83,607 | $159,934-47.7% | $147,005-43.1% | $145,959-42.7% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 31.32% | 98.24%-66.9pp | 418.76%-387.4pp | 561.95%-530.6pp |
| Employer contribution / active EE | $2,685 | $5,287-49.2% | $4,934-45.6% | $4,661-42.4% |
| Participant deferral / active EE | $5,069 | $8,427-39.8% | $8,070-37.2% | $6,689-24.2% |
| Admin fee / account holder | $887 | $15,053-94.1% | $13,006-93.2% | $13,398-93.4% |