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 | $233,930 | $185,822+25.9% | $169,993+37.6% | $139,434+67.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.98% | 60.50%-49.5pp | 53.37%-42.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $6,250 | $7,590-17.7% | $6,785-7.9% | $4,751+31.6% |
| Participant deferral / active EE | $4,775 | $11,622-58.9% | $10,408-54.1% | $6,710-28.8% |
| Admin fee / account holder | $12,829 | $15,381-16.6% | $12,815+0.1% | $11,403+12.5% |