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 | $175,748 | $183,963-4.5% | $162,163+8.4% | $152,861+15.0% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 27.08% | 150.76%-123.7pp | 115.59%-88.5pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,628 | $6,371-43.1% | $5,614-35.4% | $4,762-23.8% |
| Participant deferral / active EE | $10,414 | $8,034+29.6% | $7,298+42.7% | $5,850+78.0% |
| Admin fee / account holder | $897 | $13,121-93.2% | $10,843-91.7% | $11,596-92.3% |