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 | $168,144 | $171,865-2.2% | $149,718+12.3% | $147,584+13.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 18.60% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,085 | $6,275-66.8% | $5,445-61.7% | $4,876-57.2% |
| Participant deferral / active EE | $6,961 | $7,271-4.3% | $6,569+6.0% | $5,439+28.0% |
| Admin fee / account holder | $741 | $13,799-94.6% | $11,283-93.4% | $10,885-93.2% |