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 | $192,934 | $179,726+7.3% | $156,263+23.5% | $142,382+35.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.79% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $10,942 | $5,069+115.9% | $4,333+152.5% | $4,299+154.5% |
| Participant deferral / active EE | $7,932 | $6,956+14.0% | $6,158+28.8% | $6,507+21.9% |
| Admin fee / account holder | $1,688 | $17,272-90.2% | $14,255-88.2% | $12,624-86.6% |