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 | $229,355 | $227,553+0.8% | $189,557+21.0% | $167,490+36.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.69% | 78.40%-66.7pp | 64.17%-52.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $9,162 | $5,316+72.3% | $4,412+107.6% | $4,837+89.4% |
| Participant deferral / active EE | $6,404 | $7,002-8.5% | $6,174+3.7% | $6,341+1.0% |
| Admin fee / account holder | $3,901 | $11,878-67.2% | $9,807-60.2% | $12,309-68.3% |