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 | $214,660 | $159,602+34.5% | $150,045+43.1% | $142,382+50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.71% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,411 | $4,961-71.6% | $4,693-69.9% | $4,299-67.2% |
| Participant deferral / active EE | $16,178 | $8,310+94.7% | $7,997+102.3% | $6,507+148.6% |
| Admin fee / account holder | $5,994 | $14,846-59.6% | $13,435-55.4% | $12,624-52.5% |