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 | $198,827 | $165,335+20.3% | $149,696+32.8% | $158,922+25.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 25.53% | 348.15%-322.6pp | 276.60%-251.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $12,325 | $5,103+141.5% | $4,644+165.4% | $4,761+158.9% |
| Participant deferral / active EE | $7,309 | $7,181+1.8% | $6,842+6.8% | $5,982+22.2% |
| Admin fee / account holder | $2,609 | $10,807-75.9% | $9,309-72.0% | $11,246-76.8% |