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 | $208,828 | $177,572+17.6% | $154,803+34.9% | $142,382+46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.63% | 65.07%-37.4pp | 58.88%-31.3pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,533 | $4,810-68.1% | $4,305-64.4% | $4,299-64.3% |
| Participant deferral / active EE | $1,721 | $6,272-72.6% | $5,540-68.9% | $6,507-73.6% |
| Admin fee / account holder | $6,728 | $16,786-59.9% | $14,329-53.0% | $12,624-46.7% |