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 | $227,991 | $148,534+53.5% | $135,903+67.8% | $139,434+63.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 27.61% | 79.19%-51.6pp | 68.23%-40.6pp | 372.94%-345.3pp |
| Employer contribution / active EE | $2,153 | $5,243-58.9% | $4,856-55.7% | $4,751-54.7% |
| Participant deferral / active EE | $9,565 | $8,100+18.1% | $7,758+23.3% | $6,710+42.6% |
| Admin fee / account holder | $6,513 | $12,400-47.5% | $10,762-39.5% | $11,403-42.9% |