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 | $203,566 | $185,822+9.5% | $169,993+19.7% | $139,434+46.0% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 22.11% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $11,926 | $7,590+57.1% | $6,785+75.8% | $4,751+151.0% |
| Participant deferral / active EE | $11,926 | $11,622+2.6% | $10,408+14.6% | $6,710+77.7% |
| Admin fee / account holder | $8,743 | $15,381-43.2% | $12,815-31.8% | $11,403-23.3% |