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 5-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 | $242,203 | $172,478+40.4% | $145,661+66.3% | $142,382+70.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.69% | 151.09%-136.4pp | 101.46%-86.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,726 | $4,899-44.4% | $4,238-35.7% | $4,299-36.6% |
| Participant deferral / active EE | $11,020 | $8,348+32.0% | $7,198+53.1% | $6,507+69.4% |
| Admin fee / account holder | $2,394 | $16,864-85.8% | $12,466-80.8% | $12,624-81.0% |