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 8-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 | $131,584 | $159,901-17.7% | $146,958-10.5% | $145,922-9.8% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 25.27% | 98.13%-72.9pp | 418.34%-393.1pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,490 | $5,286-71.8% | $4,933-69.8% | $4,660-68.0% |
| Participant deferral / active EE | $9,286 | $8,428+10.2% | $8,070+15.1% | $6,688+38.8% |
| Admin fee / account holder | $40,787 | $15,044+171.1% | $12,998+213.8% | $13,397+204.5% |