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 | $186,320 | $165,335+12.7% | $149,696+24.5% | $158,922+17.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $15,003 | $5,103+194.0% | $4,644+223.0% | $4,761+215.1% |
| Participant deferral / active EE | $3,635 | $7,181-49.4% | $6,842-46.9% | $5,982-39.2% |
| Admin fee / account holder | $1,973 | $10,807-81.7% | $9,309-78.8% | $11,246-82.5% |