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 | $227,688 | $209,411+8.7% | $178,490+27.6% | $158,922+43.3% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 8.13% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $3,802 | $5,706-33.4% | $5,011-24.1% | $4,761-20.2% |
| Participant deferral / active EE | $13,484 | $5,954+126.5% | $5,202+159.2% | $5,982+125.4% |
| Admin fee / account holder | $1,684 | $17,074-90.1% | $13,984-88.0% | $11,246-85.0% |