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 | $176,794 | $159,901+10.6% | $146,958+20.3% | $145,922+21.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 21.32% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,101 | $5,286-60.2% | $4,933-57.4% | $4,660-54.9% |
| Participant deferral / active EE | $9,575 | $8,428+13.6% | $8,070+18.7% | $6,688+43.2% |
| Admin fee / account holder | $2,989 | $15,044-80.1% | $12,998-77.0% | $13,397-77.7% |