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 | $201,872 | $209,411-3.6% | $178,490+13.1% | $158,922+27.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.04% | 188.75%-179.7pp | 151.07%-142.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $4,167 | $5,706-27.0% | $5,011-16.8% | $4,761-12.5% |
| Participant deferral / active EE | $4,883 | $5,954-18.0% | $5,202-6.1% | $5,982-18.4% |
| Admin fee / account holder | $806 | $17,074-95.3% | $13,984-94.2% | $11,246-92.8% |