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 | $189,730 | $175,202+8.3% | $149,673+26.8% | $139,434+36.1% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 17.68% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $9,395 | $5,474+71.6% | $4,818+95.0% | $4,751+97.7% |
| Participant deferral / active EE | $5,922 | $6,519-9.2% | $5,680+4.3% | $6,710-11.7% |
| Admin fee / account holder | $2,151 | $16,150-86.7% | $13,210-83.7% | $11,403-81.1% |