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 | $109,351 | $209,832-47.9% | $189,513-42.3% | $167,490-34.7% |
| Participation rate | 90.5% | 88.7%+1.8pp | 87.8%+2.7pp | 82.1%+8.4pp |
| Annual return | 12.60% | 748.27%-735.7pp | 555.15%-542.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,601 | $6,914-62.4% | $6,162-57.8% | $4,837-46.2% |
| Participant deferral / active EE | $6,331 | $8,935-29.1% | $8,221-23.0% | $6,341-0.2% |
| Admin fee / account holder | $814 | $14,293-94.3% | $12,045-93.2% | $12,309-93.4% |