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 | $185,179 | $185,822-0.3% | $169,993+8.9% | $139,434+32.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.33% | 60.50%-46.2pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $20,037 | $7,590+164.0% | $6,785+195.3% | $4,751+321.8% |
| Participant deferral / active EE | $13,529 | $11,622+16.4% | $10,408+30.0% | $6,710+101.6% |
| Admin fee / account holder | $39,924 | $15,381+159.6% | $12,815+211.5% | $11,403+250.1% |