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 6-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 | $181,784 | $148,534+22.4% | $135,903+33.8% | $139,434+30.4% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 17.78% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,576 | $5,243-50.9% | $4,856-47.0% | $4,751-45.8% |
| Participant deferral / active EE | $13,595 | $8,100+67.8% | $7,758+75.2% | $6,710+102.6% |
| Admin fee / account holder | $25,075 | $12,400+102.2% | $10,762+133.0% | $11,403+119.9% |