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 | $219,766 | $209,411+4.9% | $178,490+23.1% | $158,922+38.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.79% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $9,165 | $5,706+60.6% | $5,011+82.9% | $4,761+92.5% |
| Participant deferral / active EE | $7,406 | $5,954+24.4% | $5,202+42.4% | $5,982+23.8% |
| Admin fee / account holder | $21,252 | $17,074+24.5% | $13,984+52.0% | $11,246+89.0% |