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 | $208,960 | $210,648-0.8% | $177,989+17.4% | $145,922+43.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.47% | 385.86%-364.4pp | 294.48%-273.0pp | 561.29%-539.8pp |
| Employer contribution / active EE | $8,143 | $4,565+78.4% | $3,949+106.2% | $4,660+74.8% |
| Participant deferral / active EE | $9,315 | $6,958+33.9% | $6,276+48.4% | $6,688+39.3% |
| Admin fee / account holder | $906 | $12,013-92.5% | $10,363-91.3% | $13,397-93.2% |