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 | $180,228 | $163,101+10.5% | $136,749+31.8% | $142,382+26.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.06% | 27.54%-10.5pp | 24.33%-7.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $17,826 | $4,117+333.0% | $3,400+424.4% | $4,299+314.6% |
| Participant deferral / active EE | $16,375 | $5,585+193.2% | $4,692+249.0% | $6,507+151.6% |
| Admin fee / account holder | $17,524 | $14,318+22.4% | $11,386+53.9% | $12,624+38.8% |