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 | $204,680 | $165,984+23.3% | $164,813+24.2% | $145,922+40.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 14.82% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,654 | $5,273+45.2% | $4,341+76.3% | $4,660+64.3% |
| Participant deferral / active EE | $4,223 | $6,959-39.3% | $6,031-30.0% | $6,688-36.9% |
| Admin fee / account holder | $6,499 | $16,648-61.0% | $12,690-48.8% | $13,397-51.5% |