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 | $156,235 | $176,662-11.6% | $130,648+19.6% | $152,861+2.2% |
| Participation rate | 81.8% | 79.0%+2.9pp | 71.7%+10.1pp | 82.4%-0.6pp |
| Annual return | 22.72% | 2692.24%-2669.5pp | 1708.96%-1686.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,666 | $5,742-18.7% | $4,092+14.0% | $4,762-2.0% |
| Participant deferral / active EE | $10,660 | $4,361+144.4% | $3,603+195.9% | $5,850+82.2% |
| Admin fee / account holder | $1,186 | $7,133-83.4% | $5,464-78.3% | $11,596-89.8% |