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 | $244,465 | $177,572+37.7% | $154,803+57.9% | $142,382+71.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.12% | 65.07%-52.9pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,936 | $4,810-18.2% | $4,305-8.6% | $4,299-8.4% |
| Participant deferral / active EE | $6,622 | $6,272+5.6% | $5,540+19.5% | $6,507+1.8% |
| Admin fee / account holder | $1,996 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |