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 | $191,652 | $201,272-4.8% | $184,203+4.0% | $145,922+31.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.76% | 29.00%-15.2pp | 28.81%-15.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $19,948 | $7,022+184.1% | $6,427+210.4% | $4,660+328.1% |
| Participant deferral / active EE | $12,720 | $9,806+29.7% | $9,131+39.3% | $6,688+90.2% |
| Admin fee / account holder | $24,148 | $16,364+47.6% | $13,901+73.7% | $13,397+80.3% |