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 8-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 | $178,770 | $165,335+8.1% | $149,696+19.4% | $158,922+12.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.27% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,083 | $5,103-39.6% | $4,644-33.6% | $4,761-35.3% |
| Participant deferral / active EE | $11,526 | $7,181+60.5% | $6,842+68.5% | $5,982+92.7% |
| Admin fee / account holder | $11,974 | $10,807+10.8% | $9,309+28.6% | $11,246+6.5% |