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 | $190,622 | $177,572+7.3% | $154,803+23.1% | $142,382+33.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 13.28% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,377 | $4,810-50.6% | $4,305-44.8% | $4,299-44.7% |
| Participant deferral / active EE | $7,211 | $6,272+15.0% | $5,540+30.1% | $6,507+10.8% |
| Admin fee / account holder | $918 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |