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 6-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 | $230,722 | $179,726+28.4% | $156,263+47.6% | $142,382+62.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.99% | 77.86%-55.9pp | 59.47%-37.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,618 | $5,069-28.6% | $4,333-16.5% | $4,299-15.8% |
| Participant deferral / active EE | $15,764 | $6,956+126.6% | $6,158+156.0% | $6,507+142.3% |
| Admin fee / account holder | $962 | $17,272-94.4% | $14,255-93.3% | $12,624-92.4% |