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 | $175,711 | $137,414+27.9% | $189,513-7.3% | $85,850+104.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.83% | 38.14%-18.3pp | 555.15%-535.3pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,685 | $4,344-61.2% | $6,162-72.7% | $2,565-34.3% |
| Participant deferral / active EE | $7,616 | $6,260+21.7% | $8,221-7.4% | $3,952+92.7% |
| Admin fee / account holder | $8,381 | $8,630-2.9% | $12,045-30.4% | $6,260+33.9% |