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 | $212,523 | $175,202+21.3% | $149,673+42.0% | $139,434+52.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 16.86% | 166.71%-149.8pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $4,301 | $5,474-21.4% | $4,818-10.7% | $4,751-9.5% |
| Participant deferral / active EE | $9,517 | $6,519+46.0% | $5,680+67.5% | $6,710+41.8% |
| Admin fee / account holder | $1,045 | $16,150-93.5% | $13,210-92.1% | $11,403-90.8% |