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 | $172,369 | $210,648-18.2% | $177,989-3.2% | $145,922+18.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.09% | 385.86%-367.8pp | 294.48%-276.4pp | 561.29%-543.2pp |
| Employer contribution / active EE | $15,929 | $4,565+249.0% | $3,949+303.4% | $4,660+241.8% |
| Participant deferral / active EE | $7,707 | $6,958+10.8% | $6,276+22.8% | $6,688+15.2% |
| Admin fee / account holder | $13,151 | $12,013+9.5% | $10,363+26.9% | $13,397-1.8% |