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 | $226,086 | $162,781+38.9% | $133,956+68.8% | $158,922+42.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 9.90% | 41.94%-32.0pp | 45.09%-35.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,505 | $4,975-49.7% | $3,919-36.1% | $4,761-47.4% |
| Participant deferral / active EE | $6,936 | $5,911+17.3% | $5,048+37.4% | $5,982+15.9% |
| Admin fee / account holder | $1,241 | $11,736-89.4% | $8,927-86.1% | $11,246-89.0% |