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 | $237,847 | $183,592+29.6% | $155,567+52.9% | $145,959+63.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.12% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,485 | $5,315-72.1% | $4,674-68.2% | $4,661-68.1% |
| Participant deferral / active EE | $6,211 | $6,464-3.9% | $5,628+10.4% | $6,689-7.1% |
| Admin fee / account holder | $6,981 | $19,318-63.9% | $15,916-56.1% | $13,398-47.9% |