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 | $180,237 | $217,402-17.1% | $185,823-3.0% | $167,490+7.6% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 22.10% | 148.36%-126.3pp | 122.05%-99.9pp | 478.56%-456.5pp |
| Employer contribution / active EE | $3,903 | $5,873-33.5% | $5,167-24.5% | $4,837-19.3% |
| Participant deferral / active EE | $8,738 | $6,356+37.5% | $5,568+56.9% | $6,341+37.8% |
| Admin fee / account holder | $18,964 | $19,811-4.3% | $16,237+16.8% | $12,309+54.1% |