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 | $216,943 | $165,984+30.7% | $164,813+31.6% | $145,922+48.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.86% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,622 | $5,273-31.3% | $4,341-16.6% | $4,660-22.3% |
| Participant deferral / active EE | $13,140 | $6,959+88.8% | $6,031+117.9% | $6,688+96.5% |
| Admin fee / account holder | $11,157 | $16,648-33.0% | $12,690-12.1% | $13,397-16.7% |