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 | $200,081 | $179,726+11.3% | $156,263+28.0% | $142,382+40.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 54.40% | 77.86%-23.5pp | 59.47%-5.1pp | 217.08%-162.7pp |
| Employer contribution / active EE | $5,935 | $5,069+17.1% | $4,333+37.0% | $4,299+38.0% |
| Participant deferral / active EE | $3,104 | $6,956-55.4% | $6,158-49.6% | $6,507-52.3% |
| Admin fee / account holder | $1,414 | $17,272-91.8% | $14,255-90.1% | $12,624-88.8% |