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 9-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 | $176,382 | $180,449-2.3% | $154,107+14.5% | $135,375+30.3% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 7.56% | 888.09%-880.5pp | 735.12%-727.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $7,750 | $6,035+28.4% | $5,298+46.3% | $4,779+62.2% |
| Participant deferral / active EE | $6,412 | $5,806+10.4% | $5,081+26.2% | $5,609+14.3% |
| Admin fee / account holder | $89,171 | $16,143+452.4% | $13,411+564.9% | $10,827+723.6% |