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 | $141,800 | $70,756+100.4% | $65,493+116.5% | $142,382-0.4% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 13.55% | 1754.89%-1741.3pp | 982.45%-968.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,871 | $2,881-0.3% | $2,574+11.5% | $4,299-33.2% |
| Participant deferral / active EE | $4,570 | $4,637-1.4% | $3,961+15.4% | $6,507-29.8% |
| Admin fee / account holder | $23,014 | $6,559+250.9% | $5,028+357.7% | $12,624+82.3% |