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 9-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 | $137,221 | $159,901-14.2% | $146,958-6.6% | $145,922-6.0% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 13.84% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,989 | $5,286-24.5% | $4,933-19.1% | $4,660-14.4% |
| Participant deferral / active EE | $13,908 | $8,428+65.0% | $8,070+72.3% | $6,688+108.0% |
| Admin fee / account holder | $15,582 | $15,044+3.6% | $12,998+19.9% | $13,397+16.3% |