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 | $212,526 | $185,822+14.4% | $169,993+25.0% | $139,434+52.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.19% | 60.50%-44.3pp | 53.37%-37.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $9,862 | $7,590+29.9% | $6,785+45.4% | $4,751+107.6% |
| Participant deferral / active EE | $7,984 | $11,622-31.3% | $10,408-23.3% | $6,710+19.0% |
| Admin fee / account holder | $5,335 | $15,381-65.3% | $12,815-58.4% | $11,403-53.2% |