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 | $171,483 | $159,934+7.2% | $147,005+16.7% | $145,959+17.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 14.30% | 98.24%-83.9pp | 418.76%-404.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $5,365 | $5,287+1.5% | $4,934+8.7% | $4,661+15.1% |
| Participant deferral / active EE | $8,201 | $8,427-2.7% | $8,070+1.6% | $6,689+22.6% |
| Admin fee / account holder | $6,948 | $15,053-53.8% | $13,006-46.6% | $13,398-48.1% |