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 | $190,115 | $157,256+20.9% | $141,162+34.7% | $152,861+24.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.95% | 64.32%-39.4pp | 71.39%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $6,778 | $5,261+28.8% | $4,735+43.2% | $4,762+42.3% |
| Participant deferral / active EE | $8,786 | $7,109+23.6% | $6,709+31.0% | $5,850+50.2% |
| Admin fee / account holder | $2,635 | $12,120-78.3% | $10,261-74.3% | $11,596-77.3% |