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 8-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 | $171,640 | $159,901+7.3% | $146,958+16.8% | $145,922+17.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,480 | $5,286-72.0% | $4,933-70.0% | $4,660-68.2% |
| Participant deferral / active EE | $19,997 | $8,428+137.3% | $8,070+147.8% | $6,688+199.0% |
| Admin fee / account holder | $14,957 | $15,044-0.6% | $12,998+15.1% | $13,397+11.6% |