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 | $224,519 | $175,202+28.1% | $149,673+50.0% | $139,434+61.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 33.78% | 166.71%-132.9pp | 134.42%-100.6pp | 372.94%-339.2pp |
| Employer contribution / active EE | $11,709 | $5,474+113.9% | $4,818+143.0% | $4,751+146.5% |
| Participant deferral / active EE | $2,947 | $6,519-54.8% | $5,680-48.1% | $6,710-56.1% |
| Admin fee / account holder | $634 | $16,150-96.1% | $13,210-95.2% | $11,403-94.4% |