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 | $219,559 | $209,411+4.8% | $178,490+23.0% | $158,922+38.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.86% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $6,088 | $5,706+6.7% | $5,011+21.5% | $4,761+27.9% |
| Participant deferral / active EE | $5,122 | $5,954-14.0% | $5,202-1.5% | $5,982-14.4% |
| Admin fee / account holder | $36,583 | $17,074+114.3% | $13,984+161.6% | $11,246+225.3% |