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 | $219,547 | $179,726+22.2% | $156,263+40.5% | $142,382+54.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.20% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,240 | $5,069-75.5% | $4,333-71.4% | $4,299-71.2% |
| Participant deferral / active EE | $2,538 | $6,956-63.5% | $6,158-58.8% | $6,507-61.0% |
| Admin fee / account holder | $2,345 | $17,272-86.4% | $14,255-83.6% | $12,624-81.4% |