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 | $210,020 | $214,378-2.0% | $200,582+4.7% | $142,382+47.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.83% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,085 | $6,841+3.6% | $6,419+10.4% | $4,299+64.8% |
| Participant deferral / active EE | $25,048 | $9,865+153.9% | $9,331+168.4% | $6,507+284.9% |
| Admin fee / account holder | $2,239 | $17,692-87.3% | $16,305-86.3% | $12,624-82.3% |