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 | $233,002 | $165,984+40.4% | $164,813+41.4% | $145,922+59.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.24% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,308 | $5,273+38.6% | $4,341+68.4% | $4,660+56.8% |
| Participant deferral / active EE | $9,423 | $6,959+35.4% | $6,031+56.2% | $6,688+40.9% |
| Admin fee / account holder | $21,290 | $16,648+27.9% | $12,690+67.8% | $13,397+58.9% |