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 8-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 | $160,105 | $180,749-11.4% | $160,784-0.4% | $137,256+16.6% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 19.19% | 2234.46%-2215.3pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $11,731 | $4,155+182.3% | $3,733+214.3% | $4,156+182.3% |
| Participant deferral / active EE | $16,543 | $6,844+141.7% | $6,293+162.9% | $6,407+158.2% |
| Admin fee / account holder | $3,510 | $10,397-66.2% | $9,717-63.9% | $12,270-71.4% |