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 | $172,265 | $209,832-17.9% | $189,513-9.1% | $167,490+2.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 14.62% | 748.27%-733.7pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,936 | $6,914-72.0% | $6,162-68.6% | $4,837-60.0% |
| Participant deferral / active EE | $5,042 | $8,935-43.6% | $8,221-38.7% | $6,341-20.5% |
| Admin fee / account holder | $1,188 | $14,293-91.7% | $12,045-90.1% | $12,309-90.4% |