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 | $222,312 | $183,963+20.8% | $162,163+37.1% | $152,861+45.4% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.4%-3.5pp |
| Annual return | 21.80% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,533 | $6,371+2.5% | $5,614+16.4% | $4,762+37.2% |
| Participant deferral / active EE | $13,279 | $8,034+65.3% | $7,298+82.0% | $5,850+127.0% |
| Admin fee / account holder | $8,512 | $13,121-35.1% | $10,843-21.5% | $11,596-26.6% |