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 | $220,236 | $209,832+5.0% | $189,513+16.2% | $167,490+31.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 18.40% | 748.27%-729.9pp | 555.15%-536.7pp | 478.56%-460.2pp |
| Employer contribution / active EE | $4,406 | $6,914-36.3% | $6,162-28.5% | $4,837-8.9% |
| Participant deferral / active EE | $8,554 | $8,935-4.3% | $8,221+4.1% | $6,341+34.9% |
| Admin fee / account holder | $315 | $14,293-97.8% | $12,045-97.4% | $12,309-97.4% |