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 | $216,589 | $217,402-0.4% | $185,823+16.6% | $167,490+29.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.12% | 148.36%-126.2pp | 122.05%-99.9pp | 478.56%-456.4pp |
| Employer contribution / active EE | $8,360 | $5,873+42.3% | $5,167+61.8% | $4,837+72.8% |
| Participant deferral / active EE | $9,214 | $6,356+45.0% | $5,568+65.5% | $6,341+45.3% |
| Admin fee / account holder | $4,655 | $19,811-76.5% | $16,237-71.3% | $12,309-62.2% |