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 | $203,372 | $197,591+2.9% | $177,821+14.4% | $158,922+28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.04% | 58.76%-34.7pp | 48.32%-24.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $8,563 | $6,697+27.8% | $5,918+44.7% | $4,761+79.8% |
| Participant deferral / active EE | $9,753 | $8,405+16.0% | $7,714+26.4% | $5,982+63.0% |
| Admin fee / account holder | $18,601 | $15,399+20.8% | $12,427+49.7% | $11,246+65.4% |