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 | $196,955 | $185,822+6.0% | $169,993+15.9% | $139,434+41.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.89% | 60.50%-47.6pp | 53.37%-40.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $5,000 | $7,590-34.1% | $6,785-26.3% | $4,751+5.3% |
| Participant deferral / active EE | $15,539 | $11,622+33.7% | $10,408+49.3% | $6,710+131.6% |
| Admin fee / account holder | $7,325 | $15,381-52.4% | $12,815-42.8% | $11,403-35.8% |