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 | $212,600 | $157,256+35.2% | $141,162+50.6% | $152,861+39.1% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 21.19% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,804 | $5,261+10.3% | $4,735+22.6% | $4,762+21.9% |
| Participant deferral / active EE | $10,859 | $7,109+52.7% | $6,709+61.9% | $5,850+85.6% |
| Admin fee / account holder | $1,688 | $12,120-86.1% | $10,261-83.5% | $11,596-85.4% |