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 | $133,222 | $175,202-24.0% | $149,673-11.0% | $139,434-4.5% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 10.69% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $7,157 | $5,474+30.7% | $4,818+48.6% | $4,751+50.7% |
| Participant deferral / active EE | $4,644 | $6,519-28.8% | $5,680-18.2% | $6,710-30.8% |
| Admin fee / account holder | $1,218 | $16,150-92.5% | $13,210-90.8% | $11,403-89.3% |