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 | $172,811 | $166,020+4.1% | $164,866+4.8% | $145,959+18.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 10.89% | 100.08%-89.2pp | 69.97%-59.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $4,545 | $5,275-13.8% | $4,343+4.7% | $4,661-2.5% |
| Participant deferral / active EE | $4,166 | $6,961-40.2% | $6,033-31.0% | $6,689-37.7% |
| Admin fee / account holder | $1,458 | $16,644-91.2% | $12,689-88.5% | $13,398-89.1% |