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 | $126,288 | $105,181+20.1% | $159,436-20.8% | $85,850+47.1% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.8%-8.7pp | 69.3%+4.8pp |
| Annual return | 20.95% | 45.07%-24.1pp | 263.57%-242.6pp | 318.53%-297.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,979 | $5,945+17.4% | $7,352-5.1% | $3,952+76.6% |
| Admin fee / account holder | $6,320 | $6,933-8.9% | $10,799-41.5% | $6,260+1.0% |