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 | $216,718 | $185,822+16.6% | $169,993+27.5% | $139,434+55.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.45% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,403 | $7,590-42.0% | $6,785-35.1% | $4,751-7.3% |
| Participant deferral / active EE | $5,418 | $11,622-53.4% | $10,408-47.9% | $6,710-19.3% |
| Admin fee / account holder | $793 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |