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 | $237,369 | $209,336+13.4% | $197,124+20.4% | $137,256+72.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.36% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,058 | $6,591-53.6% | $6,227-50.9% | $4,156-26.4% |
| Participant deferral / active EE | $11,162 | $9,614+16.1% | $9,135+22.2% | $6,407+74.2% |
| Admin fee / account holder | $952 | $17,308-94.5% | $16,298-94.2% | $12,270-92.2% |