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 | $228,682 | $197,591+15.7% | $177,821+28.6% | $158,922+43.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.74% | 58.76%-30.0pp | 48.32%-19.6pp | 302.83%-274.1pp |
| Employer contribution / active EE | $2,326 | $6,697-65.3% | $5,918-60.7% | $4,761-51.2% |
| Participant deferral / active EE | $9,251 | $8,405+10.1% | $7,714+19.9% | $5,982+54.6% |
| Admin fee / account holder | $11,197 | $15,399-27.3% | $12,427-9.9% | $11,246-0.4% |