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 | $210,559 | $209,336+0.6% | $197,124+6.8% | $137,256+53.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.76% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,977 | $6,591-54.8% | $6,227-52.2% | $4,156-28.4% |
| Participant deferral / active EE | $5,687 | $9,614-40.9% | $9,135-37.7% | $6,407-11.2% |
| Admin fee / account holder | $7,920 | $17,308-54.2% | $16,298-51.4% | $12,270-35.5% |