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 | $188,734 | $228,332-17.3% | $185,823+1.6% | $158,922+18.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.64% | 40.80%-27.2pp | 35.95%-22.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,775 | $4,967-24.0% | $4,087-7.6% | $4,761-20.7% |
| Participant deferral / active EE | $15,708 | $6,415+144.9% | $5,632+178.9% | $5,982+162.6% |
| Admin fee / account holder | $10,445 | $11,864-12.0% | $9,500+9.9% | $11,246-7.1% |