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 | $201,414 | $165,984+21.3% | $164,813+22.2% | $145,922+38.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 16.23% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,013 | $5,273-42.9% | $4,341-30.6% | $4,660-35.3% |
| Participant deferral / active EE | $9,434 | $6,959+35.6% | $6,031+56.4% | $6,688+41.1% |
| Admin fee / account holder | $3,806 | $16,648-77.1% | $12,690-70.0% | $13,397-71.6% |