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 | $172,309 | $175,202-1.7% | $149,673+15.1% | $139,434+23.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 24.49% | 166.71%-142.2pp | 134.42%-109.9pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,781 | $5,474-49.2% | $4,818-42.3% | $4,751-41.5% |
| Participant deferral / active EE | $12,144 | $6,519+86.3% | $5,680+113.8% | $6,710+81.0% |
| Admin fee / account holder | $1,836 | $16,150-88.6% | $13,210-86.1% | $11,403-83.9% |