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 | $199,069 | $228,332-12.8% | $185,823+7.1% | $158,922+25.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.73% | 40.80%-24.1pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,047 | $4,967+1.6% | $4,087+23.5% | $4,761+6.0% |
| Participant deferral / active EE | $11,550 | $6,415+80.1% | $5,632+105.1% | $5,982+93.1% |
| Admin fee / account holder | $691 | $11,864-94.2% | $9,500-92.7% | $11,246-93.9% |