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 | $176,149 | $209,832-16.1% | $189,513-7.1% | $167,490+5.2% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 11.37% | 748.27%-736.9pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,299 | $6,914-37.8% | $6,162-30.2% | $4,837-11.1% |
| Participant deferral / active EE | $8,370 | $8,935-6.3% | $8,221+1.8% | $6,341+32.0% |
| Admin fee / account holder | $3,676 | $14,293-74.3% | $12,045-69.5% | $12,309-70.1% |