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 | $207,936 | $157,256+32.2% | $141,162+47.3% | $152,861+36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.27% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,618 | $5,261-31.2% | $4,735-23.6% | $4,762-24.0% |
| Participant deferral / active EE | $11,672 | $7,109+64.2% | $6,709+74.0% | $5,850+99.5% |
| Admin fee / account holder | $1,513 | $12,120-87.5% | $10,261-85.3% | $11,596-87.0% |