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 | $181,812 | $198,466-8.4% | $170,442+6.7% | $147,584+23.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.77% | 257.29%-236.5pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $16,063 | $6,184+159.8% | $5,433+195.7% | $4,876+229.4% |
| Participant deferral / active EE | $9,410 | $5,629+67.2% | $4,939+90.5% | $5,439+73.0% |
| Admin fee / account holder | $8,033 | $16,852-52.3% | $13,880-42.1% | $10,885-26.2% |