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 | $147,700 | $156,846-5.8% | $121,098+22.0% | $139,434+5.9% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 28.14% | 1474.56%-1446.4pp | 985.75%-957.6pp | 372.94%-344.8pp |
| Employer contribution / active EE | $3,252 | $5,536-41.3% | $4,164-21.9% | $4,751-31.6% |
| Participant deferral / active EE | $8,733 | $4,844+80.3% | $4,080+114.1% | $6,710+30.1% |
| Admin fee / account holder | $816 | $6,946-88.2% | $5,644-85.5% | $11,403-92.8% |