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 | $193,476 | $209,832-7.8% | $189,513+2.1% | $167,490+15.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.31% | 748.27%-737.0pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,012 | $6,914-70.9% | $6,162-67.3% | $4,837-58.4% |
| Participant deferral / active EE | $14,353 | $8,935+60.6% | $8,221+74.6% | $6,341+126.3% |
| Admin fee / account holder | $791 | $14,293-94.5% | $12,045-93.4% | $12,309-93.6% |