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 | $201,361 | $175,202+14.9% | $149,673+34.5% | $139,434+44.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 15.87% | 166.71%-150.8pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,706 | $5,474-68.8% | $4,818-64.6% | $4,751-64.1% |
| Participant deferral / active EE | $7,038 | $6,519+8.0% | $5,680+23.9% | $6,710+4.9% |
| Admin fee / account holder | $468 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |