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 | $167,280 | $144,119+16.1% | $117,854+41.9% | $147,584+13.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.32% | 531.15%-507.8pp | 335.08%-311.8pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,660 | $4,896-45.7% | $3,786-29.7% | $4,876-45.5% |
| Participant deferral / active EE | $4,258 | $5,316-19.9% | $4,482-5.0% | $5,439-21.7% |
| Admin fee / account holder | $743 | $10,886-93.2% | $8,020-90.7% | $10,885-93.2% |