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 | $209,471 | $157,256+33.2% | $141,162+48.4% | $152,861+37.0% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 24.16% | 64.32%-40.2pp | 71.39%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $8,510 | $5,261+61.8% | $4,735+79.7% | $4,762+78.7% |
| Participant deferral / active EE | $11,182 | $7,109+57.3% | $6,709+66.7% | $5,850+91.1% |
| Admin fee / account holder | $4,444 | $12,120-63.3% | $10,261-56.7% | $11,596-61.7% |