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 | $164,296 | $209,411-21.5% | $178,490-8.0% | $158,922+3.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 28.59% | 188.75%-160.2pp | 151.07%-122.5pp | 302.83%-274.2pp |
| Employer contribution / active EE | $10,720 | $5,706+87.9% | $5,011+114.0% | $4,761+125.2% |
| Participant deferral / active EE | $7,286 | $5,954+22.4% | $5,202+40.1% | $5,982+21.8% |
| Admin fee / account holder | $845 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |