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 | $241,853 | $179,726+34.6% | $156,263+54.8% | $142,382+69.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.82% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,634 | $5,069-28.3% | $4,333-16.1% | $4,299-15.5% |
| Participant deferral / active EE | $12,107 | $6,956+74.0% | $6,158+96.6% | $6,507+86.1% |
| Admin fee / account holder | $23,648 | $17,272+36.9% | $14,255+65.9% | $12,624+87.3% |