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 | $229,571 | $157,256+46.0% | $141,162+62.6% | $152,861+50.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 19.83% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,147 | $5,261-21.2% | $4,735-12.4% | $4,762-12.9% |
| Participant deferral / active EE | $11,198 | $7,109+57.5% | $6,709+66.9% | $5,850+91.4% |
| Admin fee / account holder | $2,992 | $12,120-75.3% | $10,261-70.8% | $11,596-74.2% |