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 | $198,492 | $210,648-5.8% | $177,989+11.5% | $145,922+36.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.83% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,697 | $4,565-62.8% | $3,949-57.0% | $4,660-63.6% |
| Participant deferral / active EE | $11,695 | $6,958+68.1% | $6,276+86.3% | $6,688+74.9% |
| Admin fee / account holder | $1,080 | $12,013-91.0% | $10,363-89.6% | $13,397-91.9% |