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 | $183,031 | $209,832-12.8% | $189,513-3.4% | $167,490+9.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.25% | 748.27%-725.0pp | 555.15%-531.9pp | 478.56%-455.3pp |
| Employer contribution / active EE | $6,504 | $6,914-5.9% | $6,162+5.6% | $4,837+34.4% |
| Participant deferral / active EE | $12,917 | $8,935+44.6% | $8,221+57.1% | $6,341+103.7% |
| Admin fee / account holder | $1,098 | $14,293-92.3% | $12,045-90.9% | $12,309-91.1% |