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 | $247,338 | $183,519+34.8% | $155,509+59.1% | $145,922+69.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 22.48% | 61.17%-38.7pp | 64.67%-42.2pp | 561.29%-538.8pp |
| Employer contribution / active EE | $7,821 | $5,313+47.2% | $4,672+67.4% | $4,660+67.8% |
| Participant deferral / active EE | $9,243 | $6,462+43.0% | $5,626+64.3% | $6,688+38.2% |
| Admin fee / account holder | $1,675 | $19,313-91.3% | $15,912-89.5% | $13,397-87.5% |