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 | $184,864 | $183,963+0.5% | $162,163+14.0% | $152,861+20.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.13% | 150.76%-130.6pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,950 | $6,371-69.4% | $5,614-65.3% | $4,762-59.0% |
| Participant deferral / active EE | $6,278 | $8,034-21.9% | $7,298-14.0% | $5,850+7.3% |
| Admin fee / account holder | $8,315 | $13,121-36.6% | $10,843-23.3% | $11,596-28.3% |