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 | $151,202 | $180,749-16.3% | $160,784-6.0% | $137,256+10.2% |
| Participation rate | 82.4% | 80.0%+2.4pp | 77.0%+5.4pp | 80.0%+2.4pp |
| Annual return | 42.07% | 2234.46%-2192.4pp | 1803.92%-1761.9pp | 220.34%-178.3pp |
| Employer contribution / active EE | $2,976 | $4,155-28.4% | $3,733-20.3% | $4,156-28.4% |
| Participant deferral / active EE | $9,403 | $6,844+37.4% | $6,293+49.4% | $6,407+46.8% |
| Admin fee / account holder | $7,440 | $10,397-28.4% | $9,717-23.4% | $12,270-39.4% |