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 | $242,120 | $175,202+38.2% | $149,673+61.8% | $139,434+73.6% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 17.87% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,301 | $5,474-39.7% | $4,818-31.5% | $4,751-30.5% |
| Participant deferral / active EE | $4,344 | $6,519-33.4% | $5,680-23.5% | $6,710-35.3% |
| Admin fee / account holder | $2,059 | $16,150-87.3% | $13,210-84.4% | $11,403-81.9% |