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 9-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 | $168,746 | $165,335+2.1% | $149,696+12.7% | $158,922+6.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.38% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,831 | $5,103-44.5% | $4,644-39.0% | $4,761-40.5% |
| Participant deferral / active EE | $7,130 | $7,181-0.7% | $6,842+4.2% | $5,982+19.2% |
| Admin fee / account holder | $711 | $10,807-93.4% | $9,309-92.4% | $11,246-93.7% |