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 3-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 | $238,509 | $159,602+49.4% | $150,045+59.0% | $142,382+67.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.09% | 70.24%-47.1pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,401 | $4,961-31.4% | $4,693-27.5% | $4,299-20.9% |
| Participant deferral / active EE | $17,398 | $8,310+109.4% | $7,997+117.5% | $6,507+167.4% |
| Admin fee / account holder | $547 | $14,846-96.3% | $13,435-95.9% | $12,624-95.7% |