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 | $166,161 | $159,901+3.9% | $146,958+13.1% | $145,922+13.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.41% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,538 | $5,286-52.0% | $4,933-48.5% | $4,660-45.5% |
| Participant deferral / active EE | $8,855 | $8,428+5.1% | $8,070+9.7% | $6,688+32.4% |
| Admin fee / account holder | $1,597 | $15,044-89.4% | $12,998-87.7% | $13,397-88.1% |