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 | $166,020+21.3% | $164,866+22.2% | $145,959+38.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 16.23% | 100.08%-83.9pp | 69.97%-53.7pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,013 | $5,275-42.9% | $4,343-30.6% | $4,661-35.3% |
| Participant deferral / active EE | $9,434 | $6,961+35.5% | $6,033+56.4% | $6,689+41.0% |
| Admin fee / account holder | $3,806 | $16,644-77.1% | $12,689-70.0% | $13,398-71.6% |