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 | $236,507 | $198,466+19.2% | $170,442+38.8% | $147,584+60.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.16% | 257.29%-237.1pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $6,593 | $6,184+6.6% | $5,433+21.4% | $4,876+35.2% |
| Participant deferral / active EE | $6,076 | $5,629+7.9% | $4,939+23.0% | $5,439+11.7% |
| Admin fee / account holder | $2,212 | $16,852-86.9% | $13,880-84.1% | $10,885-79.7% |