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 | $177,361 | $175,202+1.2% | $149,673+18.5% | $139,434+27.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.84% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,991 | $5,474+9.4% | $4,818+24.4% | $4,751+26.1% |
| Participant deferral / active EE | $6,228 | $6,519-4.5% | $5,680+9.7% | $6,710-7.2% |
| Admin fee / account holder | $1,542 | $16,150-90.5% | $13,210-88.3% | $11,403-86.5% |