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 | $168,544 | $138,065+22.1% | $123,544+36.4% | $135,375+24.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.14% | 153.68%-148.5pp | 119.20%-114.1pp | 519.73%-514.6pp |
| Employer contribution / active EE | $1,723 | $5,151-66.6% | $4,628-62.8% | $4,779-63.9% |
| Participant deferral / active EE | $6,017 | $6,799-11.5% | $6,426-6.4% | $5,609+7.3% |
| Admin fee / account holder | $11,229 | $10,916+2.9% | $9,284+21.0% | $10,827+3.7% |