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 | $214,501 | $183,592+16.8% | $155,567+37.9% | $145,959+47.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.47% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $4,845 | $5,315-8.8% | $4,674+3.7% | $4,661+4.0% |
| Participant deferral / active EE | $12,670 | $6,464+96.0% | $5,628+125.1% | $6,689+89.4% |
| Admin fee / account holder | $1,437 | $19,318-92.6% | $15,916-91.0% | $13,398-89.3% |