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 | $120,383 | $175,202-31.3% | $149,673-19.6% | $139,434-13.7% |
| Participation rate | 94.7% | 83.4%+11.4pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 23.89% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $7,301 | $5,474+33.4% | $4,818+51.6% | $4,751+53.7% |
| Participant deferral / active EE | $20,346 | $6,519+212.1% | $5,680+258.2% | $6,710+203.2% |
| Admin fee / account holder | $31,114 | $16,150+92.7% | $13,210+135.5% | $11,403+172.9% |