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 | $232,650 | $177,572+31.0% | $154,803+50.3% | $142,382+63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.32% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,214 | $4,810+50.0% | $4,305+67.5% | $4,299+67.8% |
| Participant deferral / active EE | $7,631 | $6,272+21.7% | $5,540+37.7% | $6,507+17.3% |
| Admin fee / account holder | $1,538 | $16,786-90.8% | $14,329-89.3% | $12,624-87.8% |