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 | $117,234 | $111,724+4.9% | $93,606+25.2% | $145,922-19.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.19% | 202.98%-193.8pp | 133.20%-124.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,317 | $3,090-57.4% | $2,420-45.6% | $4,660-71.7% |
| Participant deferral / active EE | $3,230 | $4,912-34.2% | $4,411-26.8% | $6,688-51.7% |
| Admin fee / account holder | $2,643 | $10,250-74.2% | $8,285-68.1% | $13,397-80.3% |