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 | $191,484 | $198,466-3.5% | $170,442+12.3% | $147,584+29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.08% | 257.29%-245.2pp | 205.93%-193.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $8,407 | $6,184+36.0% | $5,433+54.8% | $4,876+72.4% |
| Participant deferral / active EE | $11,149 | $5,629+98.0% | $4,939+125.7% | $5,439+105.0% |
| Admin fee / account holder | $2,062 | $16,852-87.8% | $13,880-85.1% | $10,885-81.1% |