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 | $174,676 | $165,335+5.6% | $149,696+16.7% | $158,922+9.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.01% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,330 | $5,103-34.7% | $4,644-28.3% | $4,761-30.1% |
| Participant deferral / active EE | $7,392 | $7,181+2.9% | $6,842+8.0% | $5,982+23.6% |
| Admin fee / account holder | $550 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |