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 | $153,054 | $138,065+10.9% | $123,544+23.9% | $135,375+13.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.17% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,611 | $5,151-29.9% | $4,628-22.0% | $4,779-24.4% |
| Participant deferral / active EE | $10,327 | $6,799+51.9% | $6,426+60.7% | $5,609+84.1% |
| Admin fee / account holder | $1,218 | $10,916-88.8% | $9,284-86.9% | $10,827-88.8% |