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 6-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 | $191,850 | $165,335+16.0% | $149,696+28.2% | $158,922+20.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.16% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $10,336 | $5,103+102.6% | $4,644+122.5% | $4,761+117.1% |
| Participant deferral / active EE | $8,297 | $7,181+15.5% | $6,842+21.3% | $5,982+38.7% |
| Admin fee / account holder | $756 | $10,807-93.0% | $9,309-91.9% | $11,246-93.3% |