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 7-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 | $172,027 | $165,335+4.0% | $149,696+14.9% | $158,922+8.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.52% | 348.15%-325.6pp | 276.60%-254.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $7,492 | $5,103+46.8% | $4,644+61.3% | $4,761+57.4% |
| Participant deferral / active EE | $8,161 | $7,181+13.6% | $6,842+19.3% | $5,982+36.4% |
| Admin fee / account holder | $1,134 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |