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 | $233,641 | $183,519+27.3% | $155,509+50.2% | $145,922+60.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.77% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,263 | $5,313-38.6% | $4,672-30.2% | $4,660-30.0% |
| Participant deferral / active EE | $9,819 | $6,462+51.9% | $5,626+74.5% | $6,688+46.8% |
| Admin fee / account holder | $2,207 | $19,313-88.6% | $15,912-86.1% | $13,397-83.5% |