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 4-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 | $164,288 | $159,602+2.9% | $150,045+9.5% | $142,382+15.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.90% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,267 | $4,961+6.2% | $4,693+12.2% | $4,299+22.5% |
| Participant deferral / active EE | $12,254 | $8,310+47.5% | $7,997+53.2% | $6,507+88.3% |
| Admin fee / account holder | $10,149 | $14,846-31.6% | $13,435-24.5% | $12,624-19.6% |