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 | $247,379 | $177,572+39.3% | $154,803+59.8% | $142,382+73.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.73% | 65.07%-37.3pp | 58.88%-31.2pp | 217.08%-189.3pp |
| Employer contribution / active EE | $2,113 | $4,810-56.1% | $4,305-50.9% | $4,299-50.8% |
| Participant deferral / active EE | $6,762 | $6,272+7.8% | $5,540+22.0% | $6,507+3.9% |
| Admin fee / account holder | $7,257 | $16,786-56.8% | $14,329-49.4% | $12,624-42.5% |