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 | $210,387 | $197,591+6.5% | $177,821+18.3% | $158,922+32.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.79% | 58.76%-51.0pp | 48.32%-40.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $3,776 | $6,697-43.6% | $5,918-36.2% | $4,761-20.7% |
| Participant deferral / active EE | $11,645 | $8,405+38.6% | $7,714+51.0% | $5,982+94.7% |
| Admin fee / account holder | $2,880 | $15,399-81.3% | $12,427-76.8% | $11,246-74.4% |