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 | $182,610 | $159,901+14.2% | $146,958+24.3% | $145,922+25.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 24.45% | 98.13%-73.7pp | 418.34%-393.9pp | 561.29%-536.8pp |
| Employer contribution / active EE | $4,404 | $5,286-16.7% | $4,933-10.7% | $4,660-5.5% |
| Participant deferral / active EE | $12,810 | $8,428+52.0% | $8,070+58.7% | $6,688+91.5% |
| Admin fee / account holder | $703 | $15,044-95.3% | $12,998-94.6% | $13,397-94.8% |