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 | $203,693 | $159,901+27.4% | $146,958+38.6% | $145,922+39.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.19% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $10,000 | $5,286+89.2% | $4,933+102.7% | $4,660+114.6% |
| Participant deferral / active EE | $12,937 | $8,428+53.5% | $8,070+60.3% | $6,688+93.4% |
| Admin fee / account holder | $7,872 | $15,044-47.7% | $12,998-39.4% | $13,397-41.2% |