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 | $177,767 | $138,065+28.8% | $123,544+43.9% | $135,375+31.3% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -3.15% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,461 | $5,151-52.2% | $4,628-46.8% | $4,779-48.5% |
| Participant deferral / active EE | $7,433 | $6,799+9.3% | $6,426+15.7% | $5,609+32.5% |
| Admin fee / account holder | $1,167 | $10,916-89.3% | $9,284-87.4% | $10,827-89.2% |