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 | $185,327 | $69,207+167.8% | $64,056+189.3% | $139,434+32.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 20.77% | 45.88%-25.1pp | 33.69%-12.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,411 | $3,182-24.2% | $2,747-12.2% | $4,751-49.2% |
| Participant deferral / active EE | $5,634 | $4,682+20.3% | $3,880+45.2% | $6,710-16.0% |
| Admin fee / account holder | $642 | $4,244-84.9% | $3,068-79.1% | $11,403-94.4% |