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 | $177,310 | $165,335+7.2% | $149,696+18.4% | $158,922+11.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.47% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $12,217 | $5,103+139.4% | $4,644+163.0% | $4,761+156.6% |
| Participant deferral / active EE | $13,307 | $7,181+85.3% | $6,842+94.5% | $5,982+122.4% |
| Admin fee / account holder | $12,377 | $10,807+14.5% | $9,309+33.0% | $11,246+10.1% |