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 | $204,685 | $179,726+13.9% | $156,263+31.0% | $142,382+43.8% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 10.64% | 77.86%-67.2pp | 59.47%-48.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,962 | $6,956+57.6% | $6,158+78.0% | $6,507+68.5% |
| Admin fee / account holder | $3,436 | $17,272-80.1% | $14,255-75.9% | $12,624-72.8% |