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 | $203,384 | $179,726+13.2% | $156,263+30.2% | $142,382+42.8% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 34.41% | 77.86%-43.4pp | 59.47%-25.1pp | 217.08%-182.7pp |
| Employer contribution / active EE | $2,892 | $5,069-42.9% | $4,333-33.2% | $4,299-32.7% |
| Participant deferral / active EE | $7,027 | $6,956+1.0% | $6,158+14.1% | $6,507+8.0% |
| Admin fee / account holder | $36,641 | $17,272+112.1% | $14,255+157.0% | $12,624+190.3% |