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 | $194,963 | $185,822+4.9% | $169,993+14.7% | $139,434+39.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.52% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $14,419 | $7,590+90.0% | $6,785+112.5% | $4,751+203.5% |
| Participant deferral / active EE | $9,458 | $11,622-18.6% | $10,408-9.1% | $6,710+40.9% |
| Admin fee / account holder | $14,493 | $15,381-5.8% | $12,815+13.1% | $11,403+27.1% |