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 | $186,294 | $111,535+67.0% | $105,223+77.0% | $137,256+35.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 14.19% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $10,817 | $3,939+174.6% | $3,689+193.3% | $4,156+160.3% |
| Participant deferral / active EE | $6,787 | $5,500+23.4% | $5,072+33.8% | $6,407+5.9% |
| Admin fee / account holder | $8,727 | $9,721-10.2% | $8,859-1.5% | $12,270-28.9% |