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 | $179,741 | $159,934+12.4% | $147,005+22.3% | $145,959+23.1% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 26.57% | 98.24%-71.7pp | 418.76%-392.2pp | 561.95%-535.4pp |
| Employer contribution / active EE | $3,204 | $5,287-39.4% | $4,934-35.1% | $4,661-31.3% |
| Participant deferral / active EE | $12,583 | $8,427+49.3% | $8,070+55.9% | $6,689+88.1% |
| Admin fee / account holder | $2,757 | $15,053-81.7% | $13,006-78.8% | $13,398-79.4% |