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 | $204,870 | $209,411-2.2% | $178,490+14.8% | $158,922+28.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.79% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $7,741 | $5,706+35.6% | $5,011+54.5% | $4,761+62.6% |
| Participant deferral / active EE | $7,952 | $5,954+33.5% | $5,202+52.9% | $5,982+32.9% |
| Admin fee / account holder | $2,205 | $17,074-87.1% | $13,984-84.2% | $11,246-80.4% |