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 | $225,052 | $209,411+7.5% | $178,490+26.1% | $158,922+41.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.69% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,615 | $5,706-36.6% | $5,011-27.8% | $4,761-24.1% |
| Participant deferral / active EE | $4,733 | $5,954-20.5% | $5,202-9.0% | $5,982-20.9% |
| Admin fee / account holder | $2,439 | $17,074-85.7% | $13,984-82.6% | $11,246-78.3% |