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 | $190,006 | $226,064-16.0% | $182,532+4.1% | $152,861+24.3% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.0%+17.7pp | 82.4%+13.2pp |
| Annual return | 22.12% | 192.51%-170.4pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,645 | $4,978-66.9% | $4,076-59.6% | $4,762-65.4% |
| Participant deferral / active EE | $4,323 | $6,368-32.1% | $5,524-21.7% | $5,850-26.1% |
| Admin fee / account holder | $10,658 | $10,703-0.4% | $8,592+24.0% | $11,596-8.1% |