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 | $182,546 | $202,432-9.8% | $169,368+7.8% | $139,434+30.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 531.74%-514.0pp | 405.60%-387.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,015 | $4,692-35.7% | $4,013-24.9% | $4,751-36.5% |
| Participant deferral / active EE | $7,250 | $6,938+4.5% | $6,221+16.5% | $6,710+8.0% |
| Admin fee / account holder | $13,752 | $10,708+28.4% | $9,003+52.7% | $11,403+20.6% |