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 | $188,198 | $176,056+6.9% | $159,436+18.0% | $167,490+12.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.46% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $6,450 | $5,297+21.8% | $4,829+33.6% | $4,837+33.3% |
| Participant deferral / active EE | $23,800 | $7,750+207.1% | $7,352+223.7% | $6,341+275.3% |
| Admin fee / account holder | $1,099 | $12,554-91.2% | $10,799-89.8% | $12,309-91.1% |