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 | $201,797 | $165,335+22.1% | $149,696+34.8% | $158,922+27.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.25% | 348.15%-316.9pp | 276.60%-245.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $4,847 | $5,103-5.0% | $4,644+4.4% | $4,761+1.8% |
| Participant deferral / active EE | $7,555 | $7,181+5.2% | $6,842+10.4% | $5,982+26.3% |
| Admin fee / account holder | $26,502 | $10,807+145.2% | $9,309+184.7% | $11,246+135.7% |