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 | $200,509 | $135,952+47.5% | $123,892+61.8% | $273,961-26.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.54% | 56.63%-44.1pp | 47.52%-35.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $828 | $5,170-84.0% | $4,617-82.1% | $4,869-83.0% |
| Participant deferral / active EE | $12,405 | $6,343+95.6% | $5,984+107.3% | $5,287+134.6% |
| Admin fee / account holder | $4,924 | $9,817-49.8% | $8,357-41.1% | $10,132-51.4% |