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 | $193,190 | $198,466-2.7% | $170,442+13.3% | $147,584+30.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.42% | 257.29%-232.9pp | 205.93%-181.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $2,426 | $6,184-60.8% | $5,433-55.3% | $4,876-50.2% |
| Participant deferral / active EE | $24,540 | $5,629+335.9% | $4,939+396.8% | $5,439+351.2% |
| Admin fee / account holder | $971 | $16,852-94.2% | $13,880-93.0% | $10,885-91.1% |