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 | $249,025 | $197,591+26.0% | $177,821+40.0% | $158,922+56.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.79% | 58.76%-41.0pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,622 | $6,697-45.9% | $5,918-38.8% | $4,761-23.9% |
| Participant deferral / active EE | $13,022 | $8,405+54.9% | $7,714+68.8% | $5,982+117.7% |
| Admin fee / account holder | $1,389 | $15,399-91.0% | $12,427-88.8% | $11,246-87.7% |