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 | $226,057 | $183,519+23.2% | $155,509+45.4% | $145,922+54.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.03% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,077 | $5,313+33.2% | $4,672+51.5% | $4,660+51.9% |
| Participant deferral / active EE | $5,255 | $6,462-18.7% | $5,626-6.6% | $6,688-21.4% |
| Admin fee / account holder | $1,422 | $19,313-92.6% | $15,912-91.1% | $13,397-89.4% |