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 | $181,952 | $179,726+1.2% | $156,263+16.4% | $142,382+27.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.22% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,707 | $5,069-46.6% | $4,333-37.5% | $4,299-37.0% |
| Participant deferral / active EE | $7,425 | $6,956+6.7% | $6,158+20.6% | $6,507+14.1% |
| Admin fee / account holder | $13,755 | $17,272-20.4% | $14,255-3.5% | $12,624+9.0% |