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 | $223,617 | $209,411+6.8% | $178,490+25.3% | $158,922+40.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.21% | 188.75%-176.5pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $6,446 | $5,706+13.0% | $5,011+28.7% | $4,761+35.4% |
| Participant deferral / active EE | $8,168 | $5,954+37.2% | $5,202+57.0% | $5,982+36.5% |
| Admin fee / account holder | $1,381 | $17,074-91.9% | $13,984-90.1% | $11,246-87.7% |