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 | $228,136 | $148,534+53.6% | $135,903+67.9% | $139,434+63.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 25.94% | 79.19%-53.2pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $16,859 | $5,243+221.6% | $4,856+247.2% | $4,751+254.9% |
| Participant deferral / active EE | $6,979 | $8,100-13.8% | $7,758-10.0% | $6,710+4.0% |
| Admin fee / account holder | $3,343 | $12,400-73.0% | $10,762-68.9% | $11,403-70.7% |