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 | $225,553 | $228,332-1.2% | $185,823+21.4% | $158,922+41.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.33% | 40.80%-21.5pp | 35.95%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,929 | $4,967-20.9% | $4,087-3.9% | $4,761-17.5% |
| Participant deferral / active EE | $8,157 | $6,415+27.2% | $5,632+44.8% | $5,982+36.4% |
| Admin fee / account holder | $570 | $11,864-95.2% | $9,500-94.0% | $11,246-94.9% |