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 | $240,532 | $185,822+29.4% | $169,993+41.5% | $139,434+72.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.84% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,419 | $7,590-28.6% | $6,785-20.1% | $4,751+14.1% |
| Participant deferral / active EE | $8,923 | $11,622-23.2% | $10,408-14.3% | $6,710+33.0% |
| Admin fee / account holder | $20,648 | $15,381+34.2% | $12,815+61.1% | $11,403+81.1% |