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 | $239,005 | $175,202+36.4% | $149,673+59.7% | $139,434+71.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 13.49% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,909 | $5,474-65.1% | $4,818-60.4% | $4,751-59.8% |
| Participant deferral / active EE | $3,540 | $6,519-45.7% | $5,680-37.7% | $6,710-47.2% |
| Admin fee / account holder | $17,785 | $16,150+10.1% | $13,210+34.6% | $11,403+56.0% |