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 | $171,279 | $165,335+3.6% | $149,696+14.4% | $158,922+7.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 19.34% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $8,422 | $5,103+65.1% | $4,644+81.4% | $4,761+76.9% |
| Participant deferral / active EE | $7,716 | $7,181+7.4% | $6,842+12.8% | $5,982+29.0% |
| Admin fee / account holder | $5,706 | $10,807-47.2% | $9,309-38.7% | $11,246-49.3% |