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 9-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 | $116,492 | $159,901-27.1% | $146,958-20.7% | $145,922-20.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 34.18% | 98.13%-64.0pp | 418.34%-384.2pp | 561.29%-527.1pp |
| Employer contribution / active EE | $2,533 | $5,286-52.1% | $4,933-48.7% | $4,660-45.6% |
| Participant deferral / active EE | $10,344 | $8,428+22.7% | $8,070+28.2% | $6,688+54.7% |
| Admin fee / account holder | $453 | $15,044-97.0% | $12,998-96.5% | $13,397-96.6% |