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 | $198,693 | $183,519+8.3% | $155,509+27.8% | $145,922+36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.65% | 61.17%-37.5pp | 64.67%-41.0pp | 561.29%-537.6pp |
| Employer contribution / active EE | $3,695 | $5,313-30.4% | $4,672-20.9% | $4,660-20.7% |
| Participant deferral / active EE | $6,464 | $6,4620% | $5,626+14.9% | $6,688-3.3% |
| Admin fee / account holder | $2,629 | $19,313-86.4% | $15,912-83.5% | $13,397-80.4% |