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 | $212,261 | $152,587+39.1% | $125,175+69.6% | $152,861+38.9% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 18.91% | 54.84%-35.9pp | 43.79%-24.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,688 | $4,946-45.6% | $3,865-30.5% | $4,762-43.5% |
| Participant deferral / active EE | $7,427 | $5,868+26.6% | $4,937+50.5% | $5,850+27.0% |
| Admin fee / account holder | $1,515 | $13,434-88.7% | $9,702-84.4% | $11,596-86.9% |