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 | $169,806 | $159,602+6.4% | $150,045+13.2% | $142,382+19.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.85% | 70.24%-35.4pp | 62.55%-27.7pp | 217.08%-182.2pp |
| Employer contribution / active EE | $9,799 | $4,961+97.5% | $4,693+108.8% | $4,299+127.9% |
| Participant deferral / active EE | $9,972 | $8,310+20.0% | $7,997+24.7% | $6,507+53.3% |
| Admin fee / account holder | $1,678 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |