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 | $166,558 | $159,901+4.2% | $146,958+13.3% | $145,922+14.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.99% | 98.13%-85.1pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,952 | $5,286-44.2% | $4,933-40.2% | $4,660-36.7% |
| Participant deferral / active EE | $9,066 | $8,428+7.6% | $8,070+12.3% | $6,688+35.6% |
| Admin fee / account holder | $16,778 | $15,044+11.5% | $12,998+29.1% | $13,397+25.2% |