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 | $194,793 | $157,256+23.9% | $141,162+38.0% | $152,861+27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.38% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,727 | $5,261-67.2% | $4,735-63.5% | $4,762-63.7% |
| Participant deferral / active EE | $7,650 | $7,109+7.6% | $6,709+14.0% | $5,850+30.8% |
| Admin fee / account holder | $14,118 | $12,120+16.5% | $10,261+37.6% | $11,596+21.7% |