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 | $234,476 | $175,202+33.8% | $149,673+56.7% | $139,434+68.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.15% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,147 | $5,474-60.8% | $4,818-55.4% | $4,751-54.8% |
| Participant deferral / active EE | $11,003 | $6,519+68.8% | $5,680+93.7% | $6,710+64.0% |
| Admin fee / account holder | $1,237 | $16,150-92.3% | $13,210-90.6% | $11,403-89.1% |