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 | $165,092 | $157,256+5.0% | $141,162+17.0% | $152,861+8.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.76% | 64.32%-31.6pp | 71.39%-38.6pp | 345.32%-312.6pp |
| Employer contribution / active EE | $11,369 | $5,261+116.1% | $4,735+140.1% | $4,762+138.7% |
| Participant deferral / active EE | $6,461 | $7,109-9.1% | $6,709-3.7% | $5,850+10.4% |
| Admin fee / account holder | $817 | $12,120-93.3% | $10,261-92.0% | $11,596-93.0% |