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 | $191,907 | $133,922+43.3% | $116,228+65.1% | $142,382+34.8% |
| Participation rate | 81.0% | 77.9%+3.1pp | 74.6%+6.4pp | 80.1%+0.8pp |
| Annual return | 18.31% | 147.76%-129.5pp | 90.06%-71.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,247 | $3,446+23.2% | $2,994+41.8% | $4,299-1.2% |
| Participant deferral / active EE | $10,603 | $5,672+86.9% | $4,953+114.1% | $6,507+62.9% |
| Admin fee / account holder | $10,831 | $14,945-27.5% | $11,989-9.7% | $12,624-14.2% |