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 | $188,499 | $203,436-7.3% | $152,466+23.6% | $167,490+12.5% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.2%+12.7pp | 82.1%+8.8pp |
| Annual return | 15.47% | 13.80%+1.7pp | 757.33%-741.9pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,767 | $5,220-66.2% | $4,327-59.2% | $4,837-63.5% |
| Participant deferral / active EE | $7,176 | $6,716+6.8% | $5,820+23.3% | $6,341+13.2% |
| Admin fee / account holder | $959 | $22,506-95.7% | $15,805-93.9% | $12,309-92.2% |