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 | $161,647 | $183,963-12.1% | $162,163-0.3% | $152,861+5.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 20.59% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,767 | $6,371-40.9% | $5,614-32.9% | $4,762-20.9% |
| Participant deferral / active EE | $5,729 | $8,034-28.7% | $7,298-21.5% | $5,850-2.1% |
| Admin fee / account holder | $2,328 | $13,121-82.3% | $10,843-78.5% | $11,596-79.9% |