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 | $189,973 | $198,466-4.3% | $170,442+11.5% | $147,584+28.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 24.49% | 257.29%-232.8pp | 205.93%-181.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $10,042 | $6,184+62.4% | $5,433+84.8% | $4,876+105.9% |
| Participant deferral / active EE | $8,410 | $5,629+49.4% | $4,939+70.3% | $5,439+54.6% |
| Admin fee / account holder | $802 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |