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 | $217,317 | $209,336+3.8% | $197,124+10.2% | $137,256+58.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.95% | 48.09%-21.1pp | 44.34%-17.4pp | 220.34%-193.4pp |
| Employer contribution / active EE | $25,065 | $6,591+280.3% | $6,227+302.5% | $4,156+503.1% |
| Participant deferral / active EE | $6,763 | $9,614-29.7% | $9,135-26.0% | $6,407+5.6% |
| Admin fee / account holder | $9,025 | $17,308-47.9% | $16,298-44.6% | $12,270-26.4% |