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 | $209,062 | $210,648-0.8% | $177,989+17.5% | $145,922+43.3% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 16.48% | 385.86%-369.4pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $7,243 | $4,565+58.7% | $3,949+83.4% | $4,660+55.4% |
| Participant deferral / active EE | $10,092 | $6,958+45.0% | $6,276+60.8% | $6,688+50.9% |
| Admin fee / account holder | $518 | $12,013-95.7% | $10,363-95.0% | $13,397-96.1% |