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 | $234,331 | $209,411+11.9% | $178,490+31.3% | $158,922+47.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.52% | 188.75%-171.2pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,004 | $5,706-64.9% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $6,070 | $5,954+1.9% | $5,202+16.7% | $5,982+1.5% |
| Admin fee / account holder | $1,636 | $17,074-90.4% | $13,984-88.3% | $11,246-85.5% |