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 | $215,450 | $157,256+37.0% | $141,162+52.6% | $152,861+40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.39% | 64.32%-36.9pp | 71.39%-44.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $5,056 | $5,261-3.9% | $4,735+6.8% | $4,762+6.2% |
| Participant deferral / active EE | $8,517 | $7,109+19.8% | $6,709+26.9% | $5,850+45.6% |
| Admin fee / account holder | $2,151 | $12,120-82.3% | $10,261-79.0% | $11,596-81.5% |