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 | $234,715 | $183,963+27.6% | $162,163+44.7% | $152,861+53.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 65.87% | 150.76%-84.9pp | 115.59%-49.7pp | 345.32%-279.4pp |
| Employer contribution / active EE | $2,672 | $6,371-58.1% | $5,614-52.4% | $4,762-43.9% |
| Participant deferral / active EE | $8,702 | $8,034+8.3% | $7,298+19.2% | $5,850+48.7% |
| Admin fee / account holder | $577 | $13,121-95.6% | $10,843-94.7% | $11,596-95.0% |