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 | $159,918 | $169,032-5.4% | $129,207+23.8% | $145,922+9.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.86% | 14330.11%-14313.3pp | 9417.33%-9400.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,986 | $5,537-28.0% | $4,153-4.0% | $4,660-14.5% |
| Participant deferral / active EE | $9,848 | $4,987+97.5% | $4,168+136.3% | $6,688+47.3% |
| Admin fee / account holder | $3,219 | $9,954-67.7% | $7,715-58.3% | $13,397-76.0% |