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 | $168,134 | $150,187+11.9% | $120,354+39.7% | $145,922+15.2% |
| Participation rate | 94.4% | 78.8%+15.7pp | 71.9%+22.5pp | 80.3%+14.2pp |
| Annual return | 12.74% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,210 | $4,348-3.2% | $3,463+21.6% | $4,660-9.6% |
| Participant deferral / active EE | $7,402 | $6,173+19.9% | $4,991+48.3% | $6,688+10.7% |
| Admin fee / account holder | $6,388 | $12,207-47.7% | $9,423-32.2% | $13,397-52.3% |