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 | $81,336 | $175,202-53.6% | $149,673-45.7% | $139,434-41.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 20.37% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $5,753 | $5,474+5.1% | $4,818+19.4% | $4,751+21.1% |
| Participant deferral / active EE | $17,228 | $6,519+164.3% | $5,680+203.3% | $6,710+156.7% |
| Admin fee / account holder | $7,141 | $16,150-55.8% | $13,210-45.9% | $11,403-37.4% |