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 | $209,318 | $172,111+21.6% | $150,298+39.3% | $137,256+52.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.22% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,104 | $4,636-76.2% | $4,154-73.4% | $4,156-73.4% |
| Participant deferral / active EE | $14,083 | $6,166+128.4% | $5,453+158.3% | $6,407+119.8% |
| Admin fee / account holder | $3,856 | $16,471-76.6% | $14,116-72.7% | $12,270-68.6% |