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 | $201,326 | $159,602+26.1% | $150,045+34.2% | $142,382+41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.90% | 70.24%-55.3pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,594 | $4,961-27.6% | $4,693-23.4% | $4,299-16.4% |
| Participant deferral / active EE | $7,096 | $8,310-14.6% | $7,997-11.3% | $6,507+9.0% |
| Admin fee / account holder | $9,182 | $14,846-38.2% | $13,435-31.7% | $12,624-27.3% |