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 | $165,769 | $165,335+0.3% | $149,696+10.7% | $158,922+4.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.31% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $6,696 | $5,103+31.2% | $4,644+44.2% | $4,761+40.6% |
| Participant deferral / active EE | $10,341 | $7,181+44.0% | $6,842+51.1% | $5,982+72.9% |
| Admin fee / account holder | $1,923 | $10,807-82.2% | $9,309-79.3% | $11,246-82.9% |