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 | $202,892 | $201,272+0.8% | $184,203+10.1% | $145,922+39.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.95% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,552 | $7,022-20.9% | $6,427-13.6% | $4,660+19.2% |
| Participant deferral / active EE | $16,703 | $9,806+70.3% | $9,131+82.9% | $6,688+149.8% |
| Admin fee / account holder | $3,213 | $16,364-80.4% | $13,901-76.9% | $13,397-76.0% |