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 | $204,057 | $183,519+11.2% | $155,509+31.2% | $145,922+39.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.22% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,080 | $5,313-60.8% | $4,672-55.5% | $4,660-55.4% |
| Participant deferral / active EE | $8,635 | $6,462+33.6% | $5,626+53.5% | $6,688+29.1% |
| Admin fee / account holder | $4,360 | $19,313-77.4% | $15,912-72.6% | $13,397-67.5% |