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 | $202,795 | $185,822+9.1% | $169,993+19.3% | $139,434+45.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.31% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,145 | $7,590-71.7% | $6,785-68.4% | $4,751-54.9% |
| Participant deferral / active EE | $5,687 | $11,622-51.1% | $10,408-45.4% | $6,710-15.2% |
| Admin fee / account holder | $2,962 | $15,381-80.7% | $12,815-76.9% | $11,403-74.0% |