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 | $133,444 | $159,901-16.5% | $146,958-9.2% | $145,922-8.6% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 15.17% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,427 | $5,286+59.4% | $4,933+70.8% | $4,660+80.8% |
| Participant deferral / active EE | $4,596 | $8,428-45.5% | $8,070-43.0% | $6,688-31.3% |
| Admin fee / account holder | $576 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |