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 | $197,609 | $165,984+19.1% | $164,813+19.9% | $145,922+35.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 17.02% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,806 | $5,273-46.8% | $4,341-35.4% | $4,660-39.8% |
| Participant deferral / active EE | $10,996 | $6,959+58.0% | $6,031+82.3% | $6,688+64.4% |
| Admin fee / account holder | $2,564 | $16,648-84.6% | $12,690-79.8% | $13,397-80.9% |