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 | $191,504 | $183,963+4.1% | $162,163+18.1% | $152,861+25.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.01% | 150.76%-134.8pp | 115.59%-99.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $3,119 | $6,371-51.0% | $5,614-44.4% | $4,762-34.5% |
| Participant deferral / active EE | $7,852 | $8,034-2.3% | $7,298+7.6% | $5,850+34.2% |
| Admin fee / account holder | $728 | $13,121-94.5% | $10,843-93.3% | $11,596-93.7% |