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 | $172,700 | $148,534+16.3% | $135,903+27.1% | $139,434+23.9% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 13.97% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $8,316 | $5,243+58.6% | $4,856+71.3% | $4,751+75.0% |
| Participant deferral / active EE | $10,172 | $8,100+25.6% | $7,758+31.1% | $6,710+51.6% |
| Admin fee / account holder | $20,950 | $12,400+69.0% | $10,762+94.7% | $11,403+83.7% |