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 | $191,979 | $154,117+24.6% | $129,995+47.7% | $139,434+37.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.26% | 32.48%-18.2pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $7,823 | $5,289+47.9% | $4,320+81.1% | $4,751+64.7% |
| Participant deferral / active EE | $6,743 | $6,710+0.5% | $5,820+15.9% | $6,710+0.5% |
| Admin fee / account holder | $7,476 | $14,007-46.6% | $10,614-29.6% | $11,403-34.4% |