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 | $193,948 | $159,602+21.5% | $150,045+29.3% | $142,382+36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.16% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,875 | $4,961+18.4% | $4,693+25.2% | $4,299+36.7% |
| Participant deferral / active EE | $10,461 | $8,310+25.9% | $7,997+30.8% | $6,507+60.8% |
| Admin fee / account holder | $1,361 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |