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 | $205,396 | $154,228+33.2% | $145,433+41.2% | $137,256+49.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.72% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $5,462 | $4,804+13.7% | $4,554+19.9% | $4,156+31.4% |
| Participant deferral / active EE | $7,737 | $8,216-5.8% | $7,897-2.0% | $6,407+20.8% |
| Admin fee / account holder | $2,778 | $14,344-80.6% | $13,129-78.8% | $12,270-77.4% |