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 | $247,610 | $209,411+18.2% | $178,490+38.7% | $158,922+55.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 47.72% | 188.75%-141.0pp | 151.07%-103.3pp | 302.83%-255.1pp |
| Employer contribution / active EE | $3,076 | $5,706-46.1% | $5,011-38.6% | $4,761-35.4% |
| Participant deferral / active EE | $3,132 | $5,954-47.4% | $5,202-39.8% | $5,982-47.6% |
| Admin fee / account holder | $6,863 | $17,074-59.8% | $13,984-50.9% | $11,246-39.0% |