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 | $221,532 | $197,591+12.1% | $177,821+24.6% | $158,922+39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.18% | 58.76%-51.6pp | 48.32%-41.1pp | 302.83%-295.6pp |
| Employer contribution / active EE | $26,708 | $6,697+298.8% | $5,918+351.3% | $4,761+460.9% |
| Participant deferral / active EE | $19,079 | $8,405+127.0% | $7,714+147.3% | $5,982+218.9% |
| Admin fee / account holder | $9,817 | $15,399-36.3% | $12,427-21.0% | $11,246-12.7% |