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 | $211,760 | $183,592+15.3% | $155,567+36.1% | $145,959+45.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 15.37% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,816 | $5,315-65.8% | $4,674-61.2% | $4,661-61.0% |
| Participant deferral / active EE | $6,825 | $6,464+5.6% | $5,628+21.3% | $6,689+2.0% |
| Admin fee / account holder | $418 | $19,318-97.8% | $15,916-97.4% | $13,398-96.9% |