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 | $193,190 | $105,126+83.8% | $94,646+104.1% | $139,434+38.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 18.59% | 38.03%-19.4pp | 156.71%-138.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $11,886 | $4,106+189.5% | $3,672+223.7% | $4,751+150.2% |
| Participant deferral / active EE | $16,810 | $7,599+121.2% | $7,418+126.6% | $6,710+150.5% |
| Admin fee / account holder | $6,684 | $8,984-25.6% | $7,231-7.6% | $11,403-41.4% |