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 | $203,997 | $197,591+3.2% | $177,821+14.7% | $158,922+28.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.93% | 58.76%-45.8pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $7,934 | $6,697+18.5% | $5,918+34.1% | $4,761+66.6% |
| Participant deferral / active EE | $5,031 | $8,405-40.1% | $7,714-34.8% | $5,982-15.9% |
| Admin fee / account holder | $3,007 | $15,399-80.5% | $12,427-75.8% | $11,246-73.3% |