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 | $211,999 | $179,726+18.0% | $156,263+35.7% | $142,382+48.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.27% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,386 | $5,069-52.9% | $4,333-44.9% | $4,299-44.5% |
| Participant deferral / active EE | $5,224 | $6,956-24.9% | $6,158-15.2% | $6,507-19.7% |
| Admin fee / account holder | $47,840 | $17,272+177.0% | $14,255+235.6% | $12,624+279.0% |