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 | $216,837 | $175,202+23.8% | $149,673+44.9% | $139,434+55.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 11.43% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,608 | $5,474-70.6% | $4,818-66.6% | $4,751-66.2% |
| Participant deferral / active EE | $7,789 | $6,519+19.5% | $5,680+37.1% | $6,710+16.1% |
| Admin fee / account holder | $964 | $16,150-94.0% | $13,210-92.7% | $11,403-91.5% |