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 3-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 | $220,379 | $185,822+18.6% | $169,993+29.6% | $139,434+58.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.91% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,715 | $7,590-24.7% | $6,785-15.8% | $4,751+20.3% |
| Participant deferral / active EE | $9,525 | $11,622-18.0% | $10,408-8.5% | $6,710+41.9% |
| Admin fee / account holder | $2,023 | $15,381-86.8% | $12,815-84.2% | $11,403-82.3% |