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 | $161,048 | $165,335-2.6% | $149,696+7.6% | $158,922+1.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.82% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $29,152 | $5,103+471.3% | $4,644+527.7% | $4,761+512.3% |
| Participant deferral / active EE | $12,193 | $7,181+69.8% | $6,842+78.2% | $5,982+103.8% |
| Admin fee / account holder | $34,632 | $10,807+220.5% | $9,309+272.0% | $11,246+208.0% |