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 | $177,056 | $165,335+7.1% | $149,696+18.3% | $158,922+11.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.71% | 348.15%-338.4pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,952 | $5,103-42.1% | $4,644-36.4% | $4,761-38.0% |
| Participant deferral / active EE | $6,383 | $7,181-11.1% | $6,842-6.7% | $5,982+6.7% |
| Admin fee / account holder | $834 | $10,807-92.3% | $9,309-91.0% | $11,246-92.6% |