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 | $229,320 | $162,781+40.9% | $133,956+71.2% | $158,922+44.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.94% | 41.94%-34.0pp | 45.09%-37.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $5,899 | $4,975+18.6% | $3,919+50.5% | $4,761+23.9% |
| Participant deferral / active EE | $5,208 | $5,911-11.9% | $5,048+3.2% | $5,982-12.9% |
| Admin fee / account holder | $18,931 | $11,736+61.3% | $8,927+112.1% | $11,246+68.3% |