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 9-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 | $159,077 | $159,901-0.5% | $146,958+8.2% | $145,922+9.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 19.47% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,008 | $5,286-62.0% | $4,933-59.3% | $4,660-56.9% |
| Participant deferral / active EE | $4,290 | $8,428-49.1% | $8,070-46.8% | $6,688-35.9% |
| Admin fee / account holder | $12,895 | $15,044-14.3% | $12,998-0.8% | $13,397-3.8% |