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 | $207,301 | $114,381+81.2% | $107,525+92.8% | $142,382+45.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 33.06% | 242.71%-209.7pp | 181.32%-148.3pp | 217.08%-184.0pp |
| Employer contribution / active EE | $3,416 | $4,015-14.9% | $3,754-9.0% | $4,299-20.5% |
| Participant deferral / active EE | $7,208 | $5,564+29.5% | $5,116+40.9% | $6,507+10.8% |
| Admin fee / account holder | $1,235 | $9,860-87.5% | $8,919-86.2% | $12,624-90.2% |