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 | $224,177 | $179,726+24.7% | $156,263+43.5% | $142,382+57.4% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.9%-1.6pp | 80.1%-2.8pp |
| Annual return | 14.60% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,807 | $5,069+14.6% | $4,333+34.0% | $4,299+35.1% |
| Participant deferral / active EE | $3,701 | $6,956-46.8% | $6,158-39.9% | $6,507-43.1% |
| Admin fee / account holder | $15,422 | $17,272-10.7% | $14,255+8.2% | $12,624+22.2% |