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 | $173,964 | $175,202-0.7% | $149,673+16.2% | $139,434+24.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 14.15% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,853 | $5,474-66.2% | $4,818-61.5% | $4,751-61.0% |
| Participant deferral / active EE | $7,076 | $6,519+8.5% | $5,680+24.6% | $6,710+5.4% |
| Admin fee / account holder | $3,620 | $16,150-77.6% | $13,210-72.6% | $11,403-68.3% |