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 | $212,776 | $148,534+43.3% | $135,903+56.6% | $139,434+52.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.34% | 79.19%-66.9pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,026 | $5,243-80.4% | $4,856-78.9% | $4,751-78.4% |
| Participant deferral / active EE | $8,865 | $8,100+9.4% | $7,758+14.3% | $6,710+32.1% |
| Admin fee / account holder | $44,818 | $12,400+261.4% | $10,762+316.4% | $11,403+293.1% |