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 4-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 | $168,075 | $209,832-19.9% | $189,513-11.3% | $167,490+0.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.52% | 748.27%-736.8pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,820 | $6,914-59.2% | $6,162-54.2% | $4,837-41.7% |
| Participant deferral / active EE | $5,387 | $8,935-39.7% | $8,221-34.5% | $6,341-15.0% |
| Admin fee / account holder | $2,946 | $14,293-79.4% | $12,045-75.5% | $12,309-76.1% |