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 | $228,242 | $197,591+15.5% | $177,821+28.4% | $158,922+43.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.83% | 58.76%-43.9pp | 48.32%-33.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $5,940 | $6,697-11.3% | $5,918+0.4% | $4,761+24.8% |
| Participant deferral / active EE | $11,875 | $8,405+41.3% | $7,714+53.9% | $5,982+98.5% |
| Admin fee / account holder | $16,109 | $15,399+4.6% | $12,427+29.6% | $11,246+43.2% |