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 7-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 | $213,825 | $217,402-1.6% | $185,823+15.1% | $167,490+27.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.19% | 148.36%-139.2pp | 122.05%-112.9pp | 478.56%-469.4pp |
| Employer contribution / active EE | $7,124 | $5,873+21.3% | $5,167+37.9% | $4,837+47.3% |
| Participant deferral / active EE | $7,107 | $6,356+11.8% | $5,568+27.6% | $6,341+12.1% |
| Admin fee / account holder | $2,196 | $19,811-88.9% | $16,237-86.5% | $12,309-82.2% |