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 | $172,318 | $214,378-19.6% | $200,582-14.1% | $142,382+21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.28% | 46.41%-26.1pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $10,563 | $6,841+54.4% | $6,419+64.6% | $4,299+145.7% |
| Participant deferral / active EE | $13,477 | $9,865+36.6% | $9,331+44.4% | $6,507+107.1% |
| Admin fee / account holder | $5,176 | $17,692-70.7% | $16,305-68.3% | $12,624-59.0% |