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 | $236,253 | $228,332+3.5% | $185,823+27.1% | $158,922+48.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.09% | 40.80%-24.7pp | 35.95%-19.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $5,714 | $4,967+15.1% | $4,087+39.8% | $4,761+20.0% |
| Participant deferral / active EE | $7,305 | $6,415+13.9% | $5,632+29.7% | $5,982+22.1% |
| Admin fee / account holder | $489 | $11,864-95.9% | $9,500-94.8% | $11,246-95.6% |