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 | $194,738 | $198,466-1.9% | $170,442+14.3% | $147,584+32.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 53.71% | 257.29%-203.6pp | 205.93%-152.2pp | 578.55%-524.8pp |
| Employer contribution / active EE | $3,494 | $6,184-43.5% | $5,433-35.7% | $4,876-28.3% |
| Participant deferral / active EE | $3,054 | $5,629-45.8% | $4,939-38.2% | $5,439-43.9% |
| Admin fee / account holder | $15,426 | $16,852-8.5% | $13,880+11.1% | $10,885+41.7% |