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 | $182,870 | $172,111+6.3% | $150,298+21.7% | $137,256+33.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 13.72% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $10,384 | $4,636+124.0% | $4,154+150.0% | $4,156+149.8% |
| Participant deferral / active EE | $11,147 | $6,166+80.8% | $5,453+104.4% | $6,407+74.0% |
| Admin fee / account holder | $1,657 | $16,471-89.9% | $14,116-88.3% | $12,270-86.5% |