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 | $193,668 | $160,055+21.0% | $140,016+38.3% | $135,375+43.1% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -5.26% | 911.38%-916.6pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,903 | $6,420-39.2% | $5,606-30.4% | $4,779-18.3% |
| Participant deferral / active EE | $15,418 | $7,642+101.8% | $6,927+122.6% | $5,609+174.9% |
| Admin fee / account holder | $3,406 | $13,328-74.4% | $10,705-68.2% | $10,827-68.5% |