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 | $158,608 | $183,963-13.8% | $162,163-2.2% | $152,861+3.8% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 664.35% | 150.76%+513.6pp | 115.59%+548.8pp | 345.32%+319.0pp |
| Employer contribution / active EE | $2,836 | $6,371-55.5% | $5,614-49.5% | $4,762-40.4% |
| Participant deferral / active EE | $6,901 | $8,034-14.1% | $7,298-5.4% | $5,850+18.0% |
| Admin fee / account holder | $1,984 | $13,121-84.9% | $10,843-81.7% | $11,596-82.9% |