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 | $161,206 | $202,432-20.4% | $169,368-4.8% | $139,434+15.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.97% | 531.74%-520.8pp | 405.60%-394.6pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,721 | $4,692+21.9% | $4,013+42.6% | $4,751+20.4% |
| Participant deferral / active EE | $8,438 | $6,938+21.6% | $6,221+35.6% | $6,710+25.7% |
| Admin fee / account holder | $29,698 | $10,708+177.3% | $9,003+229.9% | $11,403+160.5% |