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 | $186,390 | $165,335+12.7% | $149,696+24.5% | $158,922+17.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.78% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $13,897 | $5,103+172.3% | $4,644+199.2% | $4,761+191.9% |
| Participant deferral / active EE | $6,665 | $7,181-7.2% | $6,842-2.6% | $5,982+11.4% |
| Admin fee / account holder | $32,775 | $10,807+203.3% | $9,309+252.1% | $11,246+191.4% |