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 | $153,969 | $209,411-26.5% | $178,490-13.7% | $158,922-3.1% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 16.90% | 188.75%-171.8pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,501 | $5,706-56.2% | $5,011-50.1% | $4,761-47.5% |
| Participant deferral / active EE | $7,368 | $5,954+23.7% | $5,202+41.6% | $5,982+23.2% |
| Admin fee / account holder | $6,975 | $17,074-59.2% | $13,984-50.1% | $11,246-38.0% |