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 | $158,427 | $144,119+9.9% | $117,854+34.4% | $147,584+7.3% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 22.54% | 531.15%-508.6pp | 335.08%-312.5pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,809 | $4,896-42.6% | $3,786-25.8% | $4,876-42.4% |
| Participant deferral / active EE | $8,217 | $5,316+54.6% | $4,482+83.3% | $5,439+51.1% |
| Admin fee / account holder | $14,467 | $10,886+32.9% | $8,020+80.4% | $10,885+32.9% |