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 | $218,302 | $217,402+0.4% | $185,823+17.5% | $167,490+30.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.76% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $8,211 | $5,873+39.8% | $5,167+58.9% | $4,837+69.7% |
| Participant deferral / active EE | $6,218 | $6,356-2.2% | $5,568+11.7% | $6,341-2.0% |
| Admin fee / account holder | $93,632 | $19,811+372.6% | $16,237+476.6% | $12,309+660.7% |