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 | $190,754 | $183,963+3.7% | $162,163+17.6% | $152,861+24.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.96% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $6,619 | $6,371+3.9% | $5,614+17.9% | $4,762+39.0% |
| Participant deferral / active EE | $7,427 | $8,034-7.6% | $7,298+1.8% | $5,850+27.0% |
| Admin fee / account holder | $2,111 | $13,121-83.9% | $10,843-80.5% | $11,596-81.8% |