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 5-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 | $215,889 | $214,378+0.7% | $200,582+7.6% | $142,382+51.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.06% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $16,433 | $6,841+140.2% | $6,419+156.0% | $4,299+282.2% |
| Participant deferral / active EE | $13,952 | $9,865+41.4% | $9,331+49.5% | $6,507+114.4% |
| Admin fee / account holder | $15,875 | $17,692-10.3% | $16,305-2.6% | $12,624+25.8% |