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 | $233,852 | $162,781+43.7% | $133,956+74.6% | $158,922+47.1% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 25.10% | 41.94%-16.8pp | 45.09%-20.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $3,867 | $4,975-22.3% | $3,919-1.3% | $4,761-18.8% |
| Participant deferral / active EE | $5,175 | $5,911-12.4% | $5,048+2.5% | $5,982-13.5% |
| Admin fee / account holder | $16,961 | $11,736+44.5% | $8,927+90.0% | $11,246+50.8% |