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 | $178,825 | $176,056+1.6% | $159,436+12.2% | $167,490+6.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.74% | 331.75%-307.0pp | 263.57%-238.8pp | 478.56%-453.8pp |
| Employer contribution / active EE | $7,532 | $5,297+42.2% | $4,829+56.0% | $4,837+55.7% |
| Participant deferral / active EE | $13,129 | $7,750+69.4% | $7,352+78.6% | $6,341+107.0% |
| Admin fee / account holder | $2,856 | $12,554-77.3% | $10,799-73.6% | $12,309-76.8% |