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 | $210,569 | $209,411+0.6% | $178,490+18.0% | $158,922+32.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.30% | 188.75%-177.4pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,631 | $5,706-71.4% | $5,011-67.4% | $4,761-65.7% |
| Participant deferral / active EE | $9,263 | $5,954+55.6% | $5,202+78.1% | $5,982+54.8% |
| Admin fee / account holder | $1,191 | $17,074-93.0% | $13,984-91.5% | $11,246-89.4% |