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 | $162,826 | $165,335-1.5% | $149,696+8.8% | $158,922+2.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.56% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $5,295 | $5,103+3.8% | $4,644+14.0% | $4,761+11.2% |
| Participant deferral / active EE | $9,690 | $7,181+34.9% | $6,842+41.6% | $5,982+62.0% |
| Admin fee / account holder | $572 | $10,807-94.7% | $9,309-93.9% | $11,246-94.9% |