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 | $200,915 | $177,572+13.1% | $154,803+29.8% | $142,382+41.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.13% | 65.07%-52.9pp | 58.88%-46.8pp | 217.08%-204.9pp |
| Employer contribution / active EE | $7,564 | $4,810+57.2% | $4,305+75.7% | $4,299+76.0% |
| Participant deferral / active EE | $4,736 | $6,272-24.5% | $5,540-14.5% | $6,507-27.2% |
| Admin fee / account holder | $372 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |