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 | $213,695 | $104,974+103.6% | $95,585+123.6% | $142,382+50.1% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 10.80% | 210.33%-199.5pp | 38.56%-27.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,175 | $2,779+14.3% | $2,527+25.7% | $4,299-26.1% |
| Participant deferral / active EE | $9,542 | $4,352+119.3% | $4,023+137.2% | $6,507+46.6% |
| Admin fee / account holder | $5,115 | $6,386-19.9% | $6,127-16.5% | $12,624-59.5% |