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 | $172,988 | $157,256+10.0% | $141,162+22.5% | $152,861+13.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.41% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $15,434 | $5,261+193.4% | $4,735+225.9% | $4,762+224.1% |
| Participant deferral / active EE | $13,729 | $7,109+93.1% | $6,709+104.6% | $5,850+134.7% |
| Admin fee / account holder | $4,647 | $12,120-61.7% | $10,261-54.7% | $11,596-59.9% |