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 | $228,930 | $197,591+15.9% | $177,821+28.7% | $158,922+44.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.56% | 58.76%-47.2pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,130 | $6,697-68.2% | $5,918-64.0% | $4,761-55.3% |
| Participant deferral / active EE | $11,051 | $8,405+31.5% | $7,714+43.3% | $5,982+84.7% |
| Admin fee / account holder | $15,346 | $15,399-0.3% | $12,427+23.5% | $11,246+36.5% |