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 | $144,304 | $140,588+2.6% | $123,104+17.2% | $125,391+15.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 54.95% | 16.80%+38.2pp | 13.22%+41.7pp | 282.22%-227.3pp |
| Employer contribution / active EE | $10,639 | $6,041+76.1% | $5,151+106.5% | $4,866+118.6% |
| Participant deferral / active EE | $7,707 | $6,980+10.4% | $6,230+23.7% | $5,352+44.0% |
| Admin fee / account holder | $69,277 | $11,198+518.7% | $9,015+668.5% | $9,540+626.1% |