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 | $203,919 | $185,822+9.7% | $169,993+20.0% | $139,434+46.2% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 20.95% | 60.50%-39.5pp | 53.37%-32.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,620 | $7,590-52.3% | $6,785-46.6% | $4,751-23.8% |
| Participant deferral / active EE | $5,221 | $11,622-55.1% | $10,408-49.8% | $6,710-22.2% |
| Admin fee / account holder | $2,597 | $15,381-83.1% | $12,815-79.7% | $11,403-77.2% |