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 | $222,766 | $165,335+34.7% | $149,696+48.8% | $158,922+40.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 23.06% | 348.15%-325.1pp | 276.60%-253.5pp | 302.83%-279.8pp |
| Employer contribution / active EE | $18,269 | $5,103+258.0% | $4,644+293.4% | $4,761+283.7% |
| Participant deferral / active EE | $11,734 | $7,181+63.4% | $6,842+71.5% | $5,982+96.2% |
| Admin fee / account holder | $1,135 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |