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 3-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 | $210,633 | $214,378-1.7% | $200,582+5.0% | $142,382+47.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 20.89% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $14,140 | $6,841+106.7% | $6,419+120.3% | $4,299+228.9% |
| Participant deferral / active EE | $14,536 | $9,865+47.4% | $9,331+55.8% | $6,507+123.4% |
| Admin fee / account holder | $1,933 | $17,692-89.1% | $16,305-88.1% | $12,624-84.7% |