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 | $191,268 | $175,202+9.2% | $149,673+27.8% | $139,434+37.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 27.04% | 166.71%-139.7pp | 134.42%-107.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,397 | $5,474-56.2% | $4,818-50.3% | $4,751-49.6% |
| Participant deferral / active EE | $9,758 | $6,519+49.7% | $5,680+71.8% | $6,710+45.4% |
| Admin fee / account holder | $2,009 | $16,150-87.6% | $13,210-84.8% | $11,403-82.4% |