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 | $166,688 | $175,202-4.9% | $149,673+11.4% | $139,434+19.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.12% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $14,000 | $5,474+155.7% | $4,818+190.6% | $4,751+194.7% |
| Participant deferral / active EE | $6,130 | $6,519-6.0% | $5,680+7.9% | $6,710-8.6% |
| Admin fee / account holder | $2,789 | $16,150-82.7% | $13,210-78.9% | $11,403-75.5% |