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 | $238,934 | $144,119+65.8% | $117,854+102.7% | $147,584+61.9% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 14.18% | 531.15%-517.0pp | 335.08%-320.9pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,583 | $4,896-47.2% | $3,786-31.8% | $4,876-47.0% |
| Participant deferral / active EE | $4,598 | $5,316-13.5% | $4,482+2.6% | $5,439-15.5% |
| Admin fee / account holder | $17,683 | $10,886+62.4% | $8,020+120.5% | $10,885+62.5% |