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 | $246,696 | $183,963+34.1% | $162,163+52.1% | $152,861+61.4% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 25.49% | 150.76%-125.3pp | 115.59%-90.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $5,362 | $6,371-15.8% | $5,614-4.5% | $4,762+12.6% |
| Participant deferral / active EE | $8,968 | $8,034+11.6% | $7,298+22.9% | $5,850+53.3% |
| Admin fee / account holder | $32,421 | $13,121+147.1% | $10,843+199.0% | $11,596+179.6% |