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 | $219,333 | $183,519+19.5% | $155,509+41.0% | $145,922+50.3% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 13.67% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,061 | $5,313-61.2% | $4,672-55.9% | $4,660-55.8% |
| Participant deferral / active EE | $7,939 | $6,462+22.9% | $5,626+41.1% | $6,688+18.7% |
| Admin fee / account holder | $2,711 | $19,313-86.0% | $15,912-83.0% | $13,397-79.8% |