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 | $174,835 | $175,202-0.2% | $149,673+16.8% | $139,434+25.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.77% | 166.71%-141.9pp | 134.42%-109.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $26,862 | $5,474+390.7% | $4,818+457.6% | $4,751+465.4% |
| Participant deferral / active EE | $8,921 | $6,519+36.9% | $5,680+57.1% | $6,710+32.9% |
| Admin fee / account holder | $1,482 | $16,150-90.8% | $13,210-88.8% | $11,403-87.0% |