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 | $209,506 | $159,602+31.3% | $150,045+39.6% | $142,382+47.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.19% | 70.24%-47.0pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,321 | $4,961-33.1% | $4,693-29.2% | $4,299-22.8% |
| Participant deferral / active EE | $11,544 | $8,310+38.9% | $7,997+44.4% | $6,507+77.4% |
| Admin fee / account holder | $6,506 | $14,846-56.2% | $13,435-51.6% | $12,624-48.5% |