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 | $160,018 | $183,963-13.0% | $162,163-1.3% | $152,861+4.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.06% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $8,480 | $6,371+33.1% | $5,614+51.1% | $4,762+78.1% |
| Participant deferral / active EE | $8,650 | $8,034+7.7% | $7,298+18.5% | $5,850+47.9% |
| Admin fee / account holder | $1,692 | $13,121-87.1% | $10,843-84.4% | $11,596-85.4% |