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 | $233,625 | $214,378+9.0% | $200,582+16.5% | $142,382+64.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 25.32% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $18,589 | $6,841+171.7% | $6,419+189.6% | $4,299+332.4% |
| Participant deferral / active EE | $12,909 | $9,865+30.9% | $9,331+38.3% | $6,507+98.4% |
| Admin fee / account holder | $3,171 | $17,692-82.1% | $16,305-80.6% | $12,624-74.9% |