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 | $198,154 | $201,272-1.5% | $184,203+7.6% | $145,922+35.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.66% | 29.00%-16.3pp | 28.81%-16.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $10,849 | $7,022+54.5% | $6,427+68.8% | $4,660+132.8% |
| Participant deferral / active EE | $10,355 | $9,806+5.6% | $9,131+13.4% | $6,688+54.8% |
| Admin fee / account holder | $27,964 | $16,364+70.9% | $13,901+101.2% | $13,397+108.7% |