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 | $188,858 | $159,901+18.1% | $146,958+28.5% | $145,922+29.4% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 13.37% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,281 | $5,286-37.9% | $4,933-33.5% | $4,660-29.6% |
| Participant deferral / active EE | $6,041 | $8,428-28.3% | $8,070-25.1% | $6,688-9.7% |
| Admin fee / account holder | $2,267 | $15,044-84.9% | $12,998-82.6% | $13,397-83.1% |