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 | $233,637 | $179,726+30.0% | $156,263+49.5% | $142,382+64.1% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 16.41% | 77.86%-61.4pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,336 | $5,069-53.9% | $4,333-46.1% | $4,299-45.7% |
| Participant deferral / active EE | $5,693 | $6,956-18.2% | $6,158-7.6% | $6,507-12.5% |
| Admin fee / account holder | $3,187 | $17,272-81.6% | $14,255-77.6% | $12,624-74.8% |