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 | $150,231 | $210,648-28.7% | $177,989-15.6% | $145,922+3.0% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 55.27% | 385.86%-330.6pp | 294.48%-239.2pp | 561.29%-506.0pp |
| Employer contribution / active EE | $2,529 | $4,565-44.6% | $3,949-35.9% | $4,660-45.7% |
| Participant deferral / active EE | $6,049 | $6,958-13.1% | $6,276-3.6% | $6,688-9.5% |
| Admin fee / account holder | $2,926 | $12,013-75.6% | $10,363-71.8% | $13,397-78.2% |