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 | $111,342 | $159,934-30.4% | $147,005-24.3% | $145,959-23.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.08% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $5,614 | $5,287+6.2% | $4,934+13.8% | $4,661+20.5% |
| Participant deferral / active EE | $11,549 | $8,427+37.0% | $8,070+43.1% | $6,689+72.7% |
| Admin fee / account holder | $15,038 | $15,053-0.1% | $13,006+15.6% | $13,398+12.2% |