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 | $214,255 | $172,478+24.2% | $145,661+47.1% | $142,382+50.5% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.2%+7.4pp | 80.1%+4.5pp |
| Annual return | 17.82% | 151.09%-133.3pp | 101.46%-83.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $23,112 | $4,899+371.8% | $4,238+445.4% | $4,299+437.6% |
| Participant deferral / active EE | $24,306 | $8,348+191.1% | $7,198+237.6% | $6,507+273.5% |
| Admin fee / account holder | $28,970 | $16,864+71.8% | $12,466+132.4% | $12,624+129.5% |