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 | $163,798 | $185,822-11.9% | $169,993-3.6% | $139,434+17.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.28% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $9,675 | $7,590+27.5% | $6,785+42.6% | $4,751+103.6% |
| Participant deferral / active EE | $9,568 | $11,622-17.7% | $10,408-8.1% | $6,710+42.6% |
| Admin fee / account holder | $11,473 | $15,381-25.4% | $12,815-10.5% | $11,403+0.6% |