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 | $152,955 | $160,055-4.4% | $140,016+9.2% | $135,375+13.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.41% | 911.38%-904.0pp | 651.12%-643.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $2,015 | $6,420-68.6% | $5,606-64.1% | $4,779-57.8% |
| Participant deferral / active EE | $5,566 | $7,642-27.2% | $6,927-19.7% | $5,609-0.8% |
| Admin fee / account holder | $1,115 | $13,328-91.6% | $10,705-89.6% | $10,827-89.7% |