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 | $208,793 | $202,432+3.1% | $169,368+23.3% | $139,434+49.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.74% | 531.74%-519.0pp | 405.60%-392.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,222 | $4,692-52.6% | $4,013-44.6% | $4,751-53.2% |
| Participant deferral / active EE | $2,733 | $6,938-60.6% | $6,221-56.1% | $6,710-59.3% |
| Admin fee / account holder | $3,147 | $10,708-70.6% | $9,003-65.1% | $11,403-72.4% |