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 | $212,610 | $232,540-8.6% | $185,117+14.9% | $147,584+44.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.66% | 43.03%-32.4pp | 40.50%-29.8pp | 578.55%-567.9pp |
| Employer contribution / active EE | $861 | $5,195-83.4% | $4,182-79.4% | $4,876-82.3% |
| Participant deferral / active EE | $5,534 | $5,834-5.1% | $5,045+9.7% | $5,439+1.8% |
| Admin fee / account holder | $1,632 | $10,275-84.1% | $8,159-80.0% | $10,885-85.0% |