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 | $170,910 | $165,335+3.4% | $149,696+14.2% | $158,922+7.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.63% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,069 | $5,103-59.5% | $4,644-55.4% | $4,761-56.5% |
| Participant deferral / active EE | $2,695 | $7,181-62.5% | $6,842-60.6% | $5,982-54.9% |
| Admin fee / account holder | $2,234 | $10,807-79.3% | $9,309-76.0% | $11,246-80.1% |