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 | $171,380 | $159,901+7.2% | $146,958+16.6% | $145,922+17.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.54% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,790 | $5,286-47.2% | $4,933-43.4% | $4,660-40.1% |
| Participant deferral / active EE | $9,259 | $8,428+9.9% | $8,070+14.7% | $6,688+38.4% |
| Admin fee / account holder | $1,888 | $15,044-87.4% | $12,998-85.5% | $13,397-85.9% |