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 | $149,126 | $159,934-6.8% | $147,005+1.4% | $145,959+2.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 10.89% | 98.24%-87.4pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $4,874 | $5,287-7.8% | $4,934-1.2% | $4,661+4.6% |
| Participant deferral / active EE | $7,916 | $8,427-6.1% | $8,070-1.9% | $6,689+18.4% |
| Admin fee / account holder | $2,871 | $15,053-80.9% | $13,006-77.9% | $13,398-78.6% |