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 | $223,526 | $238,490-6.3% | $180,183+24.1% | $142,382+57.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.52% | 33.56%-16.0pp | 27.86%-10.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $16,436 | $6,143+167.6% | $5,039+226.2% | $4,299+282.3% |
| Participant deferral / active EE | $20,143 | $7,996+151.9% | $6,822+195.2% | $6,507+209.6% |
| Admin fee / account holder | $15,347 | $28,866-46.8% | $19,975-23.2% | $12,624+21.6% |