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 | $191,316 | $209,832-8.8% | $189,513+1.0% | $167,490+14.2% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 11.69% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,749 | $6,914-60.2% | $6,162-55.4% | $4,837-43.2% |
| Participant deferral / active EE | $10,897 | $8,935+22.0% | $8,221+32.5% | $6,341+71.8% |
| Admin fee / account holder | $28,392 | $14,293+98.6% | $12,045+135.7% | $12,309+130.7% |