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 | $193,235 | $168,632+14.6% | $147,614+30.9% | $125,391+54.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 32.61% | 77.65%-45.0pp | 61.98%-29.4pp | 282.22%-249.6pp |
| Employer contribution / active EE | $13,713 | $6,252+119.3% | $5,564+146.4% | $4,866+181.8% |
| Participant deferral / active EE | $7,859 | $5,507+42.7% | $4,895+60.5% | $5,352+46.8% |
| Admin fee / account holder | $7,041 | $13,580-48.2% | $11,611-39.4% | $9,540-26.2% |