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 6-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 | $181,941 | $180,749+0.7% | $160,784+13.2% | $137,256+32.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.61% | 2234.46%-2221.9pp | 1803.92%-1791.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,203 | $4,155+25.2% | $3,733+39.4% | $4,156+25.2% |
| Participant deferral / active EE | $20,579 | $6,844+200.7% | $6,293+227.0% | $6,407+221.2% |
| Admin fee / account holder | $711 | $10,397-93.2% | $9,717-92.7% | $12,270-94.2% |