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 | $166,474 | $159,901+4.1% | $146,958+13.3% | $145,922+14.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,150 | $5,286-21.5% | $4,933-15.9% | $4,660-10.9% |
| Participant deferral / active EE | $4,106 | $8,428-51.3% | $8,070-49.1% | $6,688-38.6% |
| Admin fee / account holder | $2,202 | $15,044-85.4% | $12,998-83.1% | $13,397-83.6% |