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 | $183,800 | $177,572+3.5% | $154,803+18.7% | $142,382+29.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,246 | $4,810-53.3% | $4,305-47.8% | $4,299-47.8% |
| Participant deferral / active EE | $5,805 | $6,272-7.4% | $5,540+4.8% | $6,507-10.8% |
| Admin fee / account holder | $3,256 | $16,786-80.6% | $14,329-77.3% | $12,624-74.2% |