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 | $169,948 | $159,901+6.3% | $146,958+15.6% | $145,922+16.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,139 | $5,286-59.5% | $4,933-56.6% | $4,660-54.1% |
| Participant deferral / active EE | $12,152 | $8,428+44.2% | $8,070+50.6% | $6,688+81.7% |
| Admin fee / account holder | $780 | $15,044-94.8% | $12,998-94.0% | $13,397-94.2% |