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 3-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 | $209,289 | $165,984+26.1% | $164,813+27.0% | $145,922+43.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.87% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,551 | $5,273+5.3% | $4,341+27.9% | $4,660+19.1% |
| Participant deferral / active EE | $7,990 | $6,959+14.8% | $6,031+32.5% | $6,688+19.5% |
| Admin fee / account holder | $3,237 | $16,648-80.6% | $12,690-74.5% | $13,397-75.8% |