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 | $222,041 | $226,064-1.8% | $182,532+21.6% | $152,861+45.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 16.89% | 192.51%-175.6pp | 148.54%-131.6pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,096 | $4,978-17.7% | $4,076+0.5% | $4,762-14.0% |
| Participant deferral / active EE | $10,063 | $6,368+58.0% | $5,524+82.2% | $5,850+72.0% |
| Admin fee / account holder | $10,543 | $10,703-1.5% | $8,592+22.7% | $11,596-9.1% |