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 | $215,682 | $159,602+35.1% | $150,045+43.7% | $142,382+51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.81% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $16,492 | $4,961+232.5% | $4,693+251.4% | $4,299+283.6% |
| Participant deferral / active EE | $41,662 | $8,310+401.3% | $7,997+421.0% | $6,507+540.2% |
| Admin fee / account holder | $6,556 | $14,846-55.8% | $13,435-51.2% | $12,624-48.1% |