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 | $208,116 | $197,591+5.3% | $177,821+17.0% | $158,922+31.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.86% | 58.76%-25.9pp | 48.32%-15.5pp | 302.83%-270.0pp |
| Employer contribution / active EE | $21,574 | $6,697+222.1% | $5,918+264.5% | $4,761+353.1% |
| Participant deferral / active EE | $4,851 | $8,405-42.3% | $7,714-37.1% | $5,982-18.9% |
| Admin fee / account holder | $1,677 | $15,399-89.1% | $12,427-86.5% | $11,246-85.1% |