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 | $210,455 | $179,726+17.1% | $156,263+34.7% | $142,382+47.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.21% | 77.86%-63.6pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,331 | $5,069-14.6% | $4,333-0.1% | $4,299+0.7% |
| Participant deferral / active EE | $10,231 | $6,956+47.1% | $6,158+66.1% | $6,507+57.2% |
| Admin fee / account holder | $7,151 | $17,272-58.6% | $14,255-49.8% | $12,624-43.4% |