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 | $226,478 | $106,749+112.2% | $145,433+55.7% | $82,448+174.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 104.74% | 27.59%+77.1pp | 66.58%+38.2pp | 41.64%+63.1pp |
| Employer contribution / active EE | $7,280 | $3,444+111.4% | $4,554+59.9% | $2,551+185.4% |
| Participant deferral / active EE | $10,262 | $6,519+57.4% | $7,897+29.9% | $4,139+147.9% |
| Admin fee / account holder | $7,962 | $8,390-5.1% | $13,129-39.4% | $7,234+10.1% |