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 | $167,378 | $157,256+6.4% | $141,162+18.6% | $152,861+9.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 23.21% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,697 | $5,261+8.3% | $4,735+20.3% | $4,762+19.6% |
| Participant deferral / active EE | $15,388 | $7,109+116.4% | $6,709+129.4% | $5,850+163.0% |
| Admin fee / account holder | $18,842 | $12,120+55.5% | $10,261+83.6% | $11,596+62.5% |