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 8-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 | $231,083 | $183,592+25.9% | $155,567+48.5% | $145,959+58.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.07% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,826 | $5,315-46.8% | $4,674-39.5% | $4,661-39.4% |
| Participant deferral / active EE | $11,288 | $6,464+74.6% | $5,628+100.6% | $6,689+68.8% |
| Admin fee / account holder | $5,338 | $19,318-72.4% | $15,916-66.5% | $13,398-60.2% |