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 | $118,265 | $159,901-26.0% | $146,958-19.5% | $145,922-19.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 38.18% | 98.13%-60.0pp | 418.34%-380.2pp | 561.29%-523.1pp |
| Employer contribution / active EE | $5,289 | $5,286+0.1% | $4,933+7.2% | $4,660+13.5% |
| Participant deferral / active EE | $10,264 | $8,428+21.8% | $8,070+27.2% | $6,688+53.5% |
| Admin fee / account holder | $5,207 | $15,044-65.4% | $12,998-59.9% | $13,397-61.1% |