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 | $172,526 | $165,335+4.3% | $149,696+15.3% | $158,922+8.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.22% | 348.15%-321.9pp | 276.60%-250.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,473 | $5,103-51.5% | $4,644-46.7% | $4,761-48.1% |
| Participant deferral / active EE | $6,023 | $7,181-16.1% | $6,842-12.0% | $5,982+0.7% |
| Admin fee / account holder | $2,267 | $10,807-79.0% | $9,309-75.6% | $11,246-79.8% |