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 | $166,963 | $226,064-26.1% | $182,532-8.5% | $152,861+9.2% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.0%+13.3pp | 82.4%+8.9pp |
| Annual return | 25.41% | 192.51%-167.1pp | 148.54%-123.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,836 | $4,978-2.9% | $4,076+18.7% | $4,762+1.6% |
| Participant deferral / active EE | $10,810 | $6,368+69.8% | $5,524+95.7% | $5,850+84.8% |
| Admin fee / account holder | $29,327 | $10,703+174.0% | $8,592+241.3% | $11,596+152.9% |