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 | $192,362 | $178,174+8.0% | $156,181+23.2% | $137,256+40.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.53% | 84.19%-65.7pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $11,425 | $4,972+129.8% | $4,294+166.1% | $4,156+174.9% |
| Participant deferral / active EE | $12,506 | $6,888+81.6% | $6,132+103.9% | $6,407+95.2% |
| Admin fee / account holder | $615 | $17,404-96.5% | $14,586-95.8% | $12,270-95.0% |