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 | $208,714 | $175,202+19.1% | $149,673+39.4% | $139,434+49.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 17.84% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $6,155 | $5,474+12.4% | $4,818+27.7% | $4,751+29.5% |
| Participant deferral / active EE | $14,909 | $6,519+128.7% | $5,680+162.5% | $6,710+122.2% |
| Admin fee / account holder | $1,189 | $16,150-92.6% | $13,210-91.0% | $11,403-89.6% |