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 | $226,300 | $177,572+27.4% | $154,803+46.2% | $142,382+58.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.12% | 65.07%-45.9pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $8,294 | $4,810+72.4% | $4,305+92.6% | $4,299+92.9% |
| Participant deferral / active EE | $5,216 | $6,272-16.8% | $5,540-5.8% | $6,507-19.8% |
| Admin fee / account holder | $816 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |