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 | $228,627 | $209,411+9.2% | $178,490+28.1% | $158,922+43.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.02% | 188.75%-176.7pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,397 | $5,706-40.5% | $5,011-32.2% | $4,761-28.7% |
| Participant deferral / active EE | $8,219 | $5,954+38.0% | $5,202+58.0% | $5,982+37.4% |
| Admin fee / account holder | $2,623 | $17,074-84.6% | $13,984-81.2% | $11,246-76.7% |