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 | $240,656 | $209,336+15.0% | $197,124+22.1% | $137,256+75.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.41% | 48.09%-17.7pp | 44.34%-13.9pp | 220.34%-189.9pp |
| Employer contribution / active EE | $16,432 | $6,591+149.3% | $6,227+163.9% | $4,156+295.4% |
| Participant deferral / active EE | $15,064 | $9,614+56.7% | $9,135+64.9% | $6,407+135.1% |
| Admin fee / account holder | $1,368 | $17,308-92.1% | $16,298-91.6% | $12,270-88.8% |