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 | $210,715 | $107,334+96.3% | $92,893+126.8% | $152,861+37.8% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 25.32% | 145.58%-120.3pp | 109.41%-84.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,135 | $4,221+21.6% | $3,653+40.6% | $4,762+7.8% |
| Participant deferral / active EE | $6,340 | $4,845+30.9% | $4,236+49.7% | $5,850+8.4% |
| Admin fee / account holder | $4,022 | $7,079-43.2% | $5,794-30.6% | $11,596-65.3% |