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 5-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 | $223,972 | $201,272+11.3% | $184,203+21.6% | $145,922+53.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.58% | 29.00%+0.6pp | 28.81%+0.8pp | 561.29%-531.7pp |
| Employer contribution / active EE | $20,250 | $7,022+188.4% | $6,427+215.1% | $4,660+334.6% |
| Participant deferral / active EE | $10,577 | $9,806+7.9% | $9,131+15.8% | $6,688+58.1% |
| Admin fee / account holder | $38,036 | $16,364+132.4% | $13,901+173.6% | $13,397+183.9% |