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 | $217,206 | $176,056+23.4% | $159,436+36.2% | $167,490+29.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.28% | 331.75%-310.5pp | 263.57%-242.3pp | 478.56%-457.3pp |
| Employer contribution / active EE | $5,840 | $5,297+10.2% | $4,829+20.9% | $4,837+20.7% |
| Participant deferral / active EE | $14,249 | $7,750+83.9% | $7,352+93.8% | $6,341+124.7% |
| Admin fee / account holder | $1,878 | $12,554-85.0% | $10,799-82.6% | $12,309-84.7% |