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 5-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 | $131,757 | $138,044-4.6% | $125,339+5.1% | $134,475-2.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 21.96% | 750.33%-728.4pp | 572.05%-550.1pp | 417.96%-396.0pp |
| Employer contribution / active EE | $4,507 | $5,243-14.0% | $4,814-6.4% | $4,740-4.9% |
| Participant deferral / active EE | $22,664 | $7,799+190.6% | $7,446+204.4% | $6,400+254.1% |
| Admin fee / account holder | $1,304 | $11,571-88.7% | $10,010-87.0% | $11,426-88.6% |