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 | $179,708 | $183,963-2.3% | $162,163+10.8% | $152,861+17.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.69% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $7,500 | $6,371+17.7% | $5,614+33.6% | $4,762+57.5% |
| Participant deferral / active EE | $4,579 | $8,034-43.0% | $7,298-37.3% | $5,850-21.7% |
| Admin fee / account holder | $1,754 | $13,121-86.6% | $10,843-83.8% | $11,596-84.9% |