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 | $241,282 | $157,256+53.4% | $141,162+70.9% | $152,861+57.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 26.64% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $5,991 | $5,261+13.9% | $4,735+26.5% | $4,762+25.8% |
| Participant deferral / active EE | $12,155 | $7,109+71.0% | $6,709+81.2% | $5,850+107.8% |
| Admin fee / account holder | $5,588 | $12,120-53.9% | $10,261-45.5% | $11,596-51.8% |