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 | $189,272 | $100,773+87.8% | $88,946+112.8% | $142,382+32.9% |
| Participation rate | 81.0% | 74.3%+6.7pp | 68.8%+12.1pp | 80.1%+0.8pp |
| Annual return | 16.02% | 70.18%-54.2pp | 57.82%-41.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,649 | $2,918+25.1% | $2,555+42.8% | $4,299-15.1% |
| Participant deferral / active EE | $5,765 | $5,230+10.2% | $4,581+25.8% | $6,507-11.4% |
| Admin fee / account holder | $3,912 | $9,693-59.6% | $8,261-52.6% | $12,624-69.0% |