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 | $167,271 | $202,432-17.4% | $169,368-1.2% | $139,434+20.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 531.74%-518.4pp | 405.60%-392.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $7,288 | $4,692+55.3% | $4,013+81.6% | $4,751+53.4% |
| Participant deferral / active EE | $6,000 | $6,938-13.5% | $6,221-3.6% | $6,710-10.6% |
| Admin fee / account holder | $1,449 | $10,708-86.5% | $9,003-83.9% | $11,403-87.3% |