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 | $217,021 | $107,934+101.1% | $91,989+135.9% | $152,861+42.0% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.4%+8.0pp |
| Annual return | 28.34% | 89.24%-60.9pp | 69.02%-40.7pp | 345.32%-317.0pp |
| Employer contribution / active EE | $5,117 | $4,210+21.5% | $3,452+48.2% | $4,762+7.4% |
| Participant deferral / active EE | $8,484 | $6,364+33.3% | $5,923+43.2% | $5,850+45.0% |
| Admin fee / account holder | $7,561 | $10,520-28.1% | $7,743-2.3% | $11,596-34.8% |