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 | $238,175 | $177,572+34.1% | $154,803+53.9% | $142,382+67.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.08% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $11,146 | $4,810+131.7% | $4,305+158.9% | $4,299+159.3% |
| Participant deferral / active EE | $7,230 | $6,272+15.3% | $5,540+30.5% | $6,507+11.1% |
| Admin fee / account holder | $2,474 | $16,786-85.3% | $14,329-82.7% | $12,624-80.4% |