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 | $218,584 | $185,822+17.6% | $169,993+28.6% | $139,434+56.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.36% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,537 | $7,590-79.8% | $6,785-77.4% | $4,751-67.7% |
| Participant deferral / active EE | $10,165 | $11,622-12.5% | $10,408-2.3% | $6,710+51.5% |
| Admin fee / account holder | $6,019 | $15,381-60.9% | $12,815-53.0% | $11,403-47.2% |