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 | $219,361 | $172,111+27.5% | $150,298+46.0% | $137,256+59.8% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 15.02% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,015 | $4,636-56.5% | $4,154-51.5% | $4,156-51.5% |
| Participant deferral / active EE | $4,467 | $6,166-27.6% | $5,453-18.1% | $6,407-30.3% |
| Admin fee / account holder | $9,370 | $16,471-43.1% | $14,116-33.6% | $12,270-23.6% |