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 | $202,690 | $138,065+46.8% | $123,544+64.1% | $135,375+49.7% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | 2.60% | 153.68%-151.1pp | 119.20%-116.6pp | 519.73%-517.1pp |
| Employer contribution / active EE | $3,944 | $5,151-23.4% | $4,628-14.8% | $4,779-17.5% |
| Participant deferral / active EE | $5,313 | $6,799-21.9% | $6,426-17.3% | $5,609-5.3% |
| Admin fee / account holder | $1,732 | $10,916-84.1% | $9,284-81.3% | $10,827-84.0% |