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 9-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 | $182,089 | $176,056+3.4% | $159,436+14.2% | $167,490+8.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.23% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $14,816 | $5,297+179.7% | $4,829+206.8% | $4,837+206.3% |
| Participant deferral / active EE | $8,399 | $7,750+8.4% | $7,352+14.2% | $6,341+32.4% |
| Admin fee / account holder | $1,480 | $12,554-88.2% | $10,799-86.3% | $12,309-88.0% |