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 | $168,320 | $165,335+1.8% | $149,696+12.4% | $158,922+5.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.27% | 348.15%-327.9pp | 276.60%-256.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $13,425 | $5,103+163.1% | $4,644+189.1% | $4,761+182.0% |
| Participant deferral / active EE | $9,891 | $7,181+37.7% | $6,842+44.6% | $5,982+65.3% |
| Admin fee / account holder | $806 | $10,807-92.5% | $9,309-91.3% | $11,246-92.8% |