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 | $159,901+12.4% | $146,958+22.3% | $145,922+23.2% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 26.57% | 98.13%-71.6pp | 418.34%-391.8pp | 561.29%-534.7pp |
| Employer contribution / active EE | $3,204 | $5,286-39.4% | $4,933-35.1% | $4,660-31.2% |
| Participant deferral / active EE | $12,583 | $8,428+49.3% | $8,070+55.9% | $6,688+88.1% |
| Admin fee / account holder | $2,757 | $15,044-81.7% | $12,998-78.8% | $13,397-79.4% |