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 | $177,457 | $183,963-3.5% | $162,163+9.4% | $152,861+16.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 14.53% | 150.76%-136.2pp | 115.59%-101.1pp | 345.32%-330.8pp |
| Employer contribution / active EE | $3,341 | $6,371-47.6% | $5,614-40.5% | $4,762-29.8% |
| Participant deferral / active EE | $7,837 | $8,034-2.5% | $7,298+7.4% | $5,850+34.0% |
| Admin fee / account holder | $23,967 | $13,121+82.7% | $10,843+121.0% | $11,596+106.7% |