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 | $214,542 | $178,174+20.4% | $156,181+37.4% | $137,256+56.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.29% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,613 | $4,972-27.3% | $4,294-15.9% | $4,156-13.1% |
| Participant deferral / active EE | $7,226 | $6,888+4.9% | $6,132+17.8% | $6,407+12.8% |
| Admin fee / account holder | $17,961 | $17,404+3.2% | $14,586+23.1% | $12,270+46.4% |