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 | $228,901 | $183,963+24.4% | $162,163+41.2% | $152,861+49.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.94% | 150.76%-134.8pp | 115.59%-99.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | $8,210 | $6,371+28.9% | $5,614+46.2% | $4,762+72.4% |
| Participant deferral / active EE | $7,659 | $8,034-4.7% | $7,298+4.9% | $5,850+30.9% |
| Admin fee / account holder | $2,114 | $13,121-83.9% | $10,843-80.5% | $11,596-81.8% |