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 | $249,426 | $135,952+83.5% | $123,892+101.3% | $273,961-9.0% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 11.38% | 56.63%-45.3pp | 47.52%-36.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $9,848 | $5,170+90.5% | $4,617+113.3% | $4,869+102.3% |
| Participant deferral / active EE | $7,584 | $6,343+19.6% | $5,984+26.7% | $5,287+43.4% |
| Admin fee / account holder | $14,418 | $9,817+46.9% | $8,357+72.5% | $10,132+42.3% |