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 | $140,605 | $157,256-10.6% | $141,162-0.4% | $152,861-8.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 126.09% | 64.32%+61.8pp | 71.39%+54.7pp | 345.32%-219.2pp |
| Employer contribution / active EE | $6,396 | $5,261+21.6% | $4,735+35.1% | $4,762+34.3% |
| Participant deferral / active EE | $9,962 | $7,109+40.1% | $6,709+48.5% | $5,850+70.3% |
| Admin fee / account holder | $3,070 | $12,120-74.7% | $10,261-70.1% | $11,596-73.5% |