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 | $243,763 | $209,411+16.4% | $178,490+36.6% | $158,922+53.4% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 16.20% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,701 | $5,706-52.7% | $5,011-46.1% | $4,761-43.3% |
| Participant deferral / active EE | $7,098 | $5,954+19.2% | $5,202+36.5% | $5,982+18.7% |
| Admin fee / account holder | $2,237 | $17,074-86.9% | $13,984-84.0% | $11,246-80.1% |