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 | $206,868 | $148,534+39.3% | $135,903+52.2% | $139,434+48.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.83% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,683 | $5,243-67.9% | $4,856-65.3% | $4,751-64.6% |
| Participant deferral / active EE | $13,396 | $8,100+65.4% | $7,758+72.7% | $6,710+99.6% |
| Admin fee / account holder | $2,500 | $12,400-79.8% | $10,762-76.8% | $11,403-78.1% |