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 | $212,330 | $165,912+28.0% | $122,332+73.6% | $147,584+43.9% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 17.30% | 34.55%-17.3pp | 30.27%-13.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $17,952 | $5,754+212.0% | $4,050+343.2% | $4,876+268.1% |
| Participant deferral / active EE | $1,783 | $4,005-55.5% | $3,287-45.8% | $5,439-67.2% |
| Admin fee / account holder | $4,648 | $7,424-37.4% | $5,478-15.2% | $10,885-57.3% |