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 | $231,779 | $179,726+29.0% | $156,263+48.3% | $142,382+62.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.68% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,687 | $5,069-47.0% | $4,333-38.0% | $4,299-37.5% |
| Participant deferral / active EE | $7,655 | $6,956+10.1% | $6,158+24.3% | $6,507+17.6% |
| Admin fee / account holder | $1,784 | $17,272-89.7% | $14,255-87.5% | $12,624-85.9% |