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 | $231,193 | $209,336+10.4% | $197,124+17.3% | $137,256+68.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.68% | 48.09%-36.4pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $7,027 | $6,591+6.6% | $6,227+12.8% | $4,156+69.1% |
| Participant deferral / active EE | $4,250 | $9,614-55.8% | $9,135-53.5% | $6,407-33.7% |
| Admin fee / account holder | $43,172 | $17,308+149.4% | $16,298+164.9% | $12,270+251.8% |