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 | $233,523 | $133,958+74.3% | $112,228+108.1% | $134,475+73.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | 5.30% | 47.11%-41.8pp | 27.45%-22.2pp | 417.96%-412.7pp |
| Employer contribution / active EE | $5,607 | $4,038+38.8% | $3,635+54.3% | $4,740+18.3% |
| Participant deferral / active EE | $7,935 | $5,291+50.0% | $4,728+67.8% | $6,400+24.0% |
| Admin fee / account holder | $4,309 | $7,489-42.5% | $6,410-32.8% | $11,426-62.3% |