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 | $201,302 | $179,726+12.0% | $156,263+28.8% | $142,382+41.4% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 27.58% | 77.86%-50.3pp | 59.47%-31.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $22,796 | $5,069+349.7% | $4,333+426.1% | $4,299+430.3% |
| Participant deferral / active EE | $6,095 | $6,956-12.4% | $6,158-1.0% | $6,507-6.3% |
| Admin fee / account holder | $30,666 | $17,272+77.5% | $14,255+115.1% | $12,624+142.9% |