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 8-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 | $159,937 | $175,202-8.7% | $149,673+6.9% | $139,434+14.7% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 18.05% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $22,466 | $5,474+310.4% | $4,818+366.3% | $4,751+372.9% |
| Participant deferral / active EE | $22,397 | $6,519+243.6% | $5,680+294.3% | $6,710+233.8% |
| Admin fee / account holder | $19,039 | $16,150+17.9% | $13,210+44.1% | $11,403+67.0% |