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 | $186,527 | $226,064-17.5% | $182,532+2.2% | $152,861+22.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.21% | 192.51%-173.3pp | 148.54%-129.3pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,252 | $4,978-34.7% | $4,076-20.2% | $4,762-31.7% |
| Participant deferral / active EE | $4,044 | $6,368-36.5% | $5,524-26.8% | $5,850-30.9% |
| Admin fee / account holder | $1,722 | $10,703-83.9% | $8,592-80.0% | $11,596-85.2% |