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 | $226,132 | $197,591+14.4% | $177,821+27.2% | $158,922+42.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.44% | 58.76%-40.3pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,229 | $6,697-51.8% | $5,918-45.4% | $4,761-32.2% |
| Participant deferral / active EE | $11,738 | $8,405+39.7% | $7,714+52.2% | $5,982+96.2% |
| Admin fee / account holder | $2,112 | $15,399-86.3% | $12,427-83.0% | $11,246-81.2% |