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 | $233,575 | $209,411+11.5% | $178,490+30.9% | $158,922+47.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.09% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.7pp |
| Employer contribution / active EE | $5,943 | $5,706+4.2% | $5,011+18.6% | $4,761+24.8% |
| Participant deferral / active EE | $3,514 | $5,954-41.0% | $5,202-32.4% | $5,982-41.3% |
| Admin fee / account holder | $4,487 | $17,074-73.7% | $13,984-67.9% | $11,246-60.1% |