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 | $219,832 | $177,572+23.8% | $154,803+42.0% | $142,382+54.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.43% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,788 | $4,810-42.1% | $4,305-35.3% | $4,299-35.2% |
| Participant deferral / active EE | $11,359 | $6,272+81.1% | $5,540+105.0% | $6,507+74.6% |
| Admin fee / account holder | $1,835 | $16,786-89.1% | $14,329-87.2% | $12,624-85.5% |