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 | $188,005 | $159,602+17.8% | $150,045+25.3% | $142,382+32.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.50% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,502 | $4,961-9.2% | $4,693-4.1% | $4,299+4.7% |
| Participant deferral / active EE | $12,420 | $8,310+49.5% | $7,997+55.3% | $6,507+90.9% |
| Admin fee / account holder | $10,782 | $14,846-27.4% | $13,435-19.7% | $12,624-14.6% |