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 | $201,054 | $177,572+13.2% | $154,803+29.9% | $142,382+41.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 16.85% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,729 | $4,810-43.3% | $4,305-36.6% | $4,299-36.5% |
| Participant deferral / active EE | $6,940 | $6,272+10.7% | $5,540+25.3% | $6,507+6.7% |
| Admin fee / account holder | $508 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |