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 | $175,307 | $183,963-4.7% | $162,163+8.1% | $152,861+14.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.43% | 150.76%-125.3pp | 115.59%-90.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,054 | $6,371-52.1% | $5,614-45.6% | $4,762-35.9% |
| Participant deferral / active EE | $10,204 | $8,034+27.0% | $7,298+39.8% | $5,850+74.4% |
| Admin fee / account holder | $722 | $13,121-94.5% | $10,843-93.3% | $11,596-93.8% |