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 | $200,016 | $148,534+34.7% | $135,903+47.2% | $139,434+43.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.93% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,298 | $5,243-56.2% | $4,856-52.7% | $4,751-51.6% |
| Participant deferral / active EE | $10,431 | $8,100+28.8% | $7,758+34.5% | $6,710+55.4% |
| Admin fee / account holder | $6,894 | $12,400-44.4% | $10,762-35.9% | $11,403-39.5% |