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 | $210,780 | $148,534+41.9% | $135,903+55.1% | $139,434+51.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.16% | 79.19%-58.0pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,720 | $5,243-67.2% | $4,856-64.6% | $4,751-63.8% |
| Participant deferral / active EE | $11,247 | $8,100+38.9% | $7,758+45.0% | $6,710+67.6% |
| Admin fee / account holder | $1,971 | $12,400-84.1% | $10,762-81.7% | $11,403-82.7% |