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 | $183,580 | $198,466-7.5% | $170,442+7.7% | $147,584+24.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.45% | 257.29%-236.8pp | 205.93%-185.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $8,609 | $6,184+39.2% | $5,433+58.5% | $4,876+76.5% |
| Participant deferral / active EE | $8,800 | $5,629+56.3% | $4,939+78.2% | $5,439+61.8% |
| Admin fee / account holder | $1,221 | $16,852-92.8% | $13,880-91.2% | $10,885-88.8% |