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 | $220,152 | $180,749+21.8% | $160,784+36.9% | $137,256+60.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 14.20% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,367 | $4,155-19.0% | $3,733-9.8% | $4,156-19.0% |
| Participant deferral / active EE | $7,540 | $6,844+10.2% | $6,293+19.8% | $6,407+17.7% |
| Admin fee / account holder | $669 | $10,397-93.6% | $9,717-93.1% | $12,270-94.5% |