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 | $185,592 | $183,963+0.9% | $162,163+14.4% | $152,861+21.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.93% | 150.76%-127.8pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $9,525 | $6,371+49.5% | $5,614+69.7% | $4,762+100.0% |
| Participant deferral / active EE | $17,260 | $8,034+114.8% | $7,298+136.5% | $5,850+195.0% |
| Admin fee / account holder | $1,332 | $13,121-89.8% | $10,843-87.7% | $11,596-88.5% |