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 | $198,822 | $185,822+7.0% | $169,993+17.0% | $139,434+42.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.03% | 60.50%-40.5pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $5,776 | $7,590-23.9% | $6,785-14.9% | $4,751+21.6% |
| Participant deferral / active EE | $12,292 | $11,622+5.8% | $10,408+18.1% | $6,710+83.2% |
| Admin fee / account holder | $7,750 | $15,381-49.6% | $12,815-39.5% | $11,403-32.0% |