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 | $187,828 | $179,726+4.5% | $156,263+20.2% | $142,382+31.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.31% | 77.86%-57.5pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,141 | $5,069+40.9% | $4,333+64.8% | $4,299+66.1% |
| Participant deferral / active EE | $6,480 | $6,956-6.8% | $6,158+5.2% | $6,507-0.4% |
| Admin fee / account holder | $6,975 | $17,272-59.6% | $14,255-51.1% | $12,624-44.7% |