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 | $173,394 | $165,335+4.9% | $149,696+15.8% | $158,922+9.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.26% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $21,505 | $5,103+321.4% | $4,644+363.0% | $4,761+351.7% |
| Participant deferral / active EE | $41,500 | $7,181+477.9% | $6,842+506.6% | $5,982+593.7% |
| Admin fee / account holder | $410 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |