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 | $209,163 | $210,648-0.7% | $177,989+17.5% | $145,922+43.3% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 13.83% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $7,653 | $4,565+67.7% | $3,949+93.8% | $4,660+64.2% |
| Participant deferral / active EE | $15,960 | $6,958+129.4% | $6,276+154.3% | $6,688+138.6% |
| Admin fee / account holder | $414 | $12,013-96.6% | $10,363-96.0% | $13,397-96.9% |