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 | $216,972 | $214,378+1.2% | $200,582+8.2% | $142,382+52.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.17% | 46.41%-33.2pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,300 | $6,841-66.4% | $6,419-64.2% | $4,299-46.5% |
| Participant deferral / active EE | $7,607 | $9,865-22.9% | $9,331-18.5% | $6,507+16.9% |
| Admin fee / account holder | $751 | $17,692-95.8% | $16,305-95.4% | $12,624-94.0% |