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 | $193,434 | $209,336-7.6% | $197,124-1.9% | $137,256+40.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.34% | 48.09%-27.7pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $7,343 | $6,591+11.4% | $6,227+17.9% | $4,156+76.7% |
| Participant deferral / active EE | $10,759 | $9,614+11.9% | $9,135+17.8% | $6,407+67.9% |
| Admin fee / account holder | $1,017 | $17,308-94.1% | $16,298-93.8% | $12,270-91.7% |