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 | $204,200 | $165,984+23.0% | $164,813+23.9% | $145,922+39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.16% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,061 | $5,273-4.0% | $4,341+16.6% | $4,660+8.6% |
| Participant deferral / active EE | $10,870 | $6,959+56.2% | $6,031+80.2% | $6,688+62.5% |
| Admin fee / account holder | $4,310 | $16,648-74.1% | $12,690-66.0% | $13,397-67.8% |