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 | $222,608 | $148,534+49.9% | $135,903+63.8% | $139,434+59.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.78% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,568 | $5,243-32.0% | $4,856-26.5% | $4,751-24.9% |
| Participant deferral / active EE | $14,962 | $8,100+84.7% | $7,758+92.9% | $6,710+123.0% |
| Admin fee / account holder | $1,504 | $12,400-87.9% | $10,762-86.0% | $11,403-86.8% |