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 | $221,265 | $239,571-7.6% | $183,328+20.7% | $137,256+61.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.11% | 35.69%-22.6pp | 29.67%-16.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,088 | $6,148-33.5% | $5,055-19.1% | $4,156-1.6% |
| Participant deferral / active EE | $9,515 | $7,995+19.0% | $6,795+40.0% | $6,407+48.5% |
| Admin fee / account holder | $90,910 | $30,059+202.4% | $21,427+324.3% | $12,270+640.9% |