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 | $210,480 | $115,770+81.8% | $101,248+107.9% | $158,922+32.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 27.32% | 56.14%-28.8pp | 46.47%-19.2pp | 302.83%-275.5pp |
| Employer contribution / active EE | $12,643 | $4,175+202.9% | $3,660+245.5% | $4,761+165.5% |
| Participant deferral / active EE | $7,728 | $4,957+55.9% | $4,370+76.8% | $5,982+29.2% |
| Admin fee / account holder | $1,104 | $7,245-84.8% | $5,945-81.4% | $11,246-90.2% |