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 | $235,727 | $183,519+28.4% | $155,509+51.6% | $145,922+61.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.36% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,431 | $5,313-54.2% | $4,672-48.0% | $4,660-47.8% |
| Participant deferral / active EE | $10,582 | $6,462+63.7% | $5,626+88.1% | $6,688+58.2% |
| Admin fee / account holder | $1,234 | $19,313-93.6% | $15,912-92.2% | $13,397-90.8% |