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 | $239,431 | $227,553+5.2% | $189,557+26.3% | $167,490+43.0% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 18.58% | 78.40%-59.8pp | 64.17%-45.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,899 | $5,316-64.3% | $4,412-57.0% | $4,837-60.8% |
| Participant deferral / active EE | $2,055 | $7,002-70.6% | $6,174-66.7% | $6,341-67.6% |
| Admin fee / account holder | $1,480 | $11,878-87.5% | $9,807-84.9% | $12,309-88.0% |