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 | $212,560 | $197,591+7.6% | $177,821+19.5% | $158,922+33.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 126.34% | 58.76%+67.6pp | 48.32%+78.0pp | 302.83%-176.5pp |
| Employer contribution / active EE | $10,002 | $6,697+49.3% | $5,918+69.0% | $4,761+110.1% |
| Participant deferral / active EE | $5,876 | $8,405-30.1% | $7,714-23.8% | $5,982-1.8% |
| Admin fee / account holder | $7,706 | $15,399-50.0% | $12,427-38.0% | $11,246-31.5% |