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 | $180,005 | $198,466-9.3% | $170,442+5.6% | $147,584+22.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.21% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $8,358 | $6,184+35.2% | $5,433+53.9% | $4,876+71.4% |
| Participant deferral / active EE | $9,436 | $5,629+67.6% | $4,939+91.0% | $5,439+73.5% |
| Admin fee / account holder | $10,314 | $16,852-38.8% | $13,880-25.7% | $10,885-5.2% |