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 | $235,758 | $179,726+31.2% | $156,263+50.9% | $142,382+65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.74% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,109 | $5,069-38.7% | $4,333-28.2% | $4,299-27.7% |
| Participant deferral / active EE | $7,923 | $6,956+13.9% | $6,158+28.7% | $6,507+21.8% |
| Admin fee / account holder | $4,802 | $17,272-72.2% | $14,255-66.3% | $12,624-62.0% |