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 | $182,017 | $209,411-13.1% | $178,490+2.0% | $158,922+14.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.53% | 188.75%-180.2pp | 151.07%-142.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $6,668 | $5,706+16.8% | $5,011+33.1% | $4,761+40.0% |
| Participant deferral / active EE | $6,735 | $5,954+13.1% | $5,202+29.5% | $5,982+12.6% |
| Admin fee / account holder | $26,410 | $17,074+54.7% | $13,984+88.9% | $11,246+134.8% |