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 | $202,678 | $185,822+9.1% | $169,993+19.2% | $139,434+45.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.48% | 60.50%-37.0pp | 53.37%-29.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $11,099 | $7,590+46.2% | $6,785+63.6% | $4,751+133.6% |
| Participant deferral / active EE | $15,619 | $11,622+34.4% | $10,408+50.1% | $6,710+132.8% |
| Admin fee / account holder | $34,296 | $15,381+123.0% | $12,815+167.6% | $11,403+200.8% |