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 | $135,085 | $175,202-22.9% | $149,673-9.7% | $139,434-3.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 16.74% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $6,497 | $5,474+18.7% | $4,818+34.9% | $4,751+36.8% |
| Participant deferral / active EE | $6,082 | $6,519-6.7% | $5,680+7.1% | $6,710-9.4% |
| Admin fee / account holder | $1,433 | $16,150-91.1% | $13,210-89.2% | $11,403-87.4% |