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 | $175,815 | $176,377-0.3% | $134,143+31.1% | $158,922+10.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.67% | 63.63%-54.0pp | 36.33%-26.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $6,408 | $5,040+27.1% | $3,704+73.0% | $4,761+34.6% |
| Participant deferral / active EE | $7,071 | $4,091+72.8% | $3,499+102.1% | $5,982+18.2% |
| Admin fee / account holder | $16,134 | $8,718+85.1% | $6,684+141.4% | $11,246+43.5% |