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 | $181,199 | $183,519-1.3% | $155,509+16.5% | $145,922+24.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.77% | 61.17%-40.4pp | 64.67%-43.9pp | 561.29%-540.5pp |
| Employer contribution / active EE | $13,186 | $5,313+148.2% | $4,672+182.2% | $4,660+183.0% |
| Participant deferral / active EE | $7,832 | $6,462+21.2% | $5,626+39.2% | $6,688+17.1% |
| Admin fee / account holder | $9,447 | $19,313-51.1% | $15,912-40.6% | $13,397-29.5% |