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 | $186,814 | $210,648-11.3% | $177,989+5.0% | $145,922+28.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.49% | 385.86%-375.4pp | 294.48%-284.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,916 | $4,565-14.2% | $3,949-0.8% | $4,660-16.0% |
| Participant deferral / active EE | $13,117 | $6,958+88.5% | $6,276+109.0% | $6,688+96.1% |
| Admin fee / account holder | $556 | $12,013-95.4% | $10,363-94.6% | $13,397-95.8% |