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 | $191,390 | $159,901+19.7% | $146,958+30.2% | $145,922+31.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,987 | $5,286-5.7% | $4,933+1.1% | $4,660+7.0% |
| Participant deferral / active EE | $4,025 | $8,428-52.2% | $8,070-50.1% | $6,688-39.8% |
| Admin fee / account holder | $917 | $15,044-93.9% | $12,998-92.9% | $13,397-93.2% |