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 | $200,654 | $176,056+14.0% | $159,436+25.9% | $167,490+19.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.89% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $4,653 | $5,297-12.2% | $4,829-3.7% | $4,837-3.8% |
| Participant deferral / active EE | $16,497 | $7,750+112.9% | $7,352+124.4% | $6,341+160.2% |
| Admin fee / account holder | $1,989 | $12,554-84.2% | $10,799-81.6% | $12,309-83.8% |