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 | $192,986 | $179,726+7.4% | $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 | 22.72% | 77.86%-55.1pp | 59.47%-36.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,943 | $5,069-41.9% | $4,333-32.1% | $4,299-31.5% |
| Participant deferral / active EE | $8,309 | $6,956+19.4% | $6,158+34.9% | $6,507+27.7% |
| Admin fee / account holder | $1,151 | $17,272-93.3% | $14,255-91.9% | $12,624-90.9% |