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 | $218,186 | $214,378+1.8% | $200,582+8.8% | $142,382+53.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.55% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $15,455 | $6,841+125.9% | $6,419+140.8% | $4,299+259.5% |
| Participant deferral / active EE | $6,615 | $9,865-32.9% | $9,331-29.1% | $6,507+1.7% |
| Admin fee / account holder | $1,424 | $17,692-92.0% | $16,305-91.3% | $12,624-88.7% |