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 | $187,565 | $159,901+17.3% | $146,958+27.6% | $145,922+28.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.61% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $5,131 | $5,286-2.9% | $4,933+4.0% | $4,660+10.1% |
| Participant deferral / active EE | $8,339 | $8,428-1.1% | $8,070+3.3% | $6,688+24.7% |
| Admin fee / account holder | $22,606 | $15,044+50.3% | $12,998+73.9% | $13,397+68.7% |