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 | $124,695 | $159,901-22.0% | $146,958-15.1% | $145,922-14.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 21.61% | 98.13%-76.5pp | 418.34%-396.7pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,880 | $5,286-7.7% | $4,933-1.1% | $4,660+4.7% |
| Participant deferral / active EE | $9,189 | $8,428+9.0% | $8,070+13.9% | $6,688+37.4% |
| Admin fee / account holder | $3,666 | $15,044-75.6% | $12,998-71.8% | $13,397-72.6% |