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 | $155,020 | $159,901-3.1% | $146,958+5.5% | $145,922+6.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.34% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,132 | $5,286-21.8% | $4,933-16.2% | $4,660-11.3% |
| Participant deferral / active EE | $6,269 | $8,428-25.6% | $8,070-22.3% | $6,688-6.3% |
| Admin fee / account holder | $564 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |