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 | $196,679 | $183,592+7.1% | $155,567+26.4% | $145,959+34.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.51% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $5,391 | $5,315+1.4% | $4,674+15.3% | $4,661+15.7% |
| Participant deferral / active EE | $5,700 | $6,464-11.8% | $5,628+1.3% | $6,689-14.8% |
| Admin fee / account holder | $21,631 | $19,318+12.0% | $15,916+35.9% | $13,398+61.5% |