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 | $165,234 | $105,181+57.1% | $159,436+3.6% | $85,850+92.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 13.94% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $7,815 | $3,318+135.5% | $4,829+61.8% | $2,565+204.7% |
| Participant deferral / active EE | $7,659 | $5,945+28.8% | $7,352+4.2% | $3,952+93.8% |
| Admin fee / account holder | $7,454 | $6,933+7.5% | $10,799-31.0% | $6,260+19.1% |