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 | $194,398 | $210,648-7.7% | $177,989+9.2% | $145,922+33.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.40% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,468 | $4,565+107.4% | $3,949+139.8% | $4,660+103.2% |
| Participant deferral / active EE | $16,455 | $6,958+136.5% | $6,276+162.2% | $6,688+146.0% |
| Admin fee / account holder | $24,989 | $12,013+108.0% | $10,363+141.1% | $13,397+86.5% |