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 | $202,660 | $114,381+77.2% | $107,525+88.5% | $142,382+42.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.60% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,596 | $4,015-10.4% | $3,754-4.2% | $4,299-16.4% |
| Participant deferral / active EE | $5,797 | $5,564+4.2% | $5,116+13.3% | $6,507-10.9% |
| Admin fee / account holder | $1,066 | $9,860-89.2% | $8,919-88.0% | $12,624-91.6% |