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 | $223,628 | $197,591+13.2% | $177,821+25.8% | $158,922+40.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.58% | 58.76%-41.2pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,884 | $6,697-71.9% | $5,918-68.2% | $4,761-60.4% |
| Participant deferral / active EE | $9,417 | $8,405+12.0% | $7,714+22.1% | $5,982+57.4% |
| Admin fee / account holder | $11,191 | $15,399-27.3% | $12,427-9.9% | $11,246-0.5% |