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 | $172,535 | $159,901+7.9% | $146,958+17.4% | $145,922+18.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 16.83% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,489 | $5,286-34.0% | $4,933-29.3% | $4,660-25.1% |
| Participant deferral / active EE | $9,193 | $8,428+9.1% | $8,070+13.9% | $6,688+37.5% |
| Admin fee / account holder | $324 | $15,044-97.8% | $12,998-97.5% | $13,397-97.6% |