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 | $204,426 | $157,256+30.0% | $141,162+44.8% | $152,861+33.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 30.68% | 64.32%-33.6pp | 71.39%-40.7pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,748 | $5,261-66.8% | $4,735-63.1% | $4,762-63.3% |
| Participant deferral / active EE | $7,081 | $7,109-0.4% | $6,709+5.5% | $5,850+21.0% |
| Admin fee / account holder | $303 | $12,120-97.5% | $10,261-97.0% | $11,596-97.4% |