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 | $228,592 | $179,726+27.2% | $156,263+46.3% | $142,382+60.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 16.26% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,352 | $5,069+64.8% | $4,333+92.7% | $4,299+94.3% |
| Participant deferral / active EE | $10,009 | $6,956+43.9% | $6,158+62.5% | $6,507+53.8% |
| Admin fee / account holder | $1,698 | $17,272-90.2% | $14,255-88.1% | $12,624-86.5% |