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 | $209,513 | $148,534+41.1% | $135,903+54.2% | $139,434+50.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 25.93% | 79.19%-53.3pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $3,603 | $5,243-31.3% | $4,856-25.8% | $4,751-24.2% |
| Participant deferral / active EE | $14,391 | $8,100+77.7% | $7,758+85.5% | $6,710+114.5% |
| Admin fee / account holder | $1,163 | $12,400-90.6% | $10,762-89.2% | $11,403-89.8% |