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 | $175,214 | $185,822-5.7% | $169,993+3.1% | $139,434+25.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.51% | 60.50%-40.0pp | 53.37%-32.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $11,626 | $7,590+53.2% | $6,785+71.3% | $4,751+144.7% |
| Participant deferral / active EE | $12,222 | $11,622+5.2% | $10,408+17.4% | $6,710+82.1% |
| Admin fee / account holder | $4,801 | $15,381-68.8% | $12,815-62.5% | $11,403-57.9% |