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 | $154,104 | $159,901-3.6% | $146,958+4.9% | $145,922+5.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 10.06% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,875 | $5,286-45.6% | $4,933-41.7% | $4,660-38.3% |
| Participant deferral / active EE | $5,657 | $8,428-32.9% | $8,070-29.9% | $6,688-15.4% |
| Admin fee / account holder | $1,610 | $15,044-89.3% | $12,998-87.6% | $13,397-88.0% |