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 | $204,400 | $178,174+14.7% | $156,181+30.9% | $137,256+48.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.05% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,059 | $4,972-58.6% | $4,294-52.0% | $4,156-50.4% |
| Participant deferral / active EE | $4,040 | $6,888-41.3% | $6,132-34.1% | $6,407-36.9% |
| Admin fee / account holder | $23,224 | $17,404+33.4% | $14,586+59.2% | $12,270+89.3% |