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 | $215,224 | $197,825+8.8% | $155,790+38.2% | $125,391+71.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.43% | 86.74%-86.3pp | 71.54%-71.1pp | 282.22%-281.8pp |
| Employer contribution / active EE | $6,265 | $4,847+29.3% | $3,836+63.3% | $4,866+28.7% |
| Participant deferral / active EE | $14,050 | $5,630+149.5% | $4,797+192.9% | $5,352+162.5% |
| Admin fee / account holder | $4,003 | $9,545-58.1% | $7,478-46.5% | $9,540-58.0% |