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 | $188,071 | $177,572+5.9% | $154,803+21.5% | $142,382+32.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.34% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,375 | $4,810-9.1% | $4,305+1.6% | $4,299+1.8% |
| Participant deferral / active EE | $3,836 | $6,272-38.8% | $5,540-30.8% | $6,507-41.1% |
| Admin fee / account holder | $17,627 | $16,786+5.0% | $14,329+23.0% | $12,624+39.6% |