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 | $226,540 | $183,592+23.4% | $155,567+45.6% | $145,959+55.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.48% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $6,702 | $5,315+26.1% | $4,674+43.4% | $4,661+43.8% |
| Participant deferral / active EE | $11,657 | $6,464+80.3% | $5,628+107.1% | $6,689+74.3% |
| Admin fee / account holder | $1,096 | $19,318-94.3% | $15,916-93.1% | $13,398-91.8% |