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 | $166,648 | $159,934+4.2% | $147,005+13.4% | $145,959+14.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.71% | 98.24%-87.5pp | 418.76%-408.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,352 | $5,287-17.7% | $4,934-11.8% | $4,661-6.6% |
| Participant deferral / active EE | $22,565 | $8,427+167.8% | $8,070+179.6% | $6,689+237.4% |
| Admin fee / account holder | $26,358 | $15,053+75.1% | $13,006+102.7% | $13,398+96.7% |