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 | $177,653 | $180,749-1.7% | $160,784+10.5% | $137,256+29.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.18% | 2234.46%-2218.3pp | 1803.92%-1787.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,728 | $4,155-58.4% | $3,733-53.7% | $4,156-58.4% |
| Participant deferral / active EE | $8,074 | $6,844+18.0% | $6,293+28.3% | $6,407+26.0% |
| Admin fee / account holder | $1,072 | $10,397-89.7% | $9,717-89.0% | $12,270-91.3% |