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 | $150,348 | $159,901-6.0% | $146,958+2.3% | $145,922+3.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 22.16% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,949 | $5,286-63.1% | $4,933-60.5% | $4,660-58.2% |
| Participant deferral / active EE | $5,465 | $8,428-35.2% | $8,070-32.3% | $6,688-18.3% |
| Admin fee / account holder | $700 | $15,044-95.3% | $12,998-94.6% | $13,397-94.8% |