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 | $135,261 | $124,185+8.9% | $108,410+24.8% | $167,490-19.2% |
| Participation rate | 82.4% | 82.3%+0.1pp | 80.1%+2.2pp | 82.1%+0.2pp |
| Annual return | 9.80% | 1379.64%-1369.8pp | 905.27%-895.5pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,254 | $4,187-22.3% | $3,558-8.6% | $4,837-32.7% |
| Participant deferral / active EE | $9,003 | $6,908+30.3% | $6,563+37.2% | $6,341+42.0% |
| Admin fee / account holder | $850 | $9,455-91.0% | $7,295-88.3% | $12,309-93.1% |