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 6-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 | $235,019 | $148,534+58.2% | $135,903+72.9% | $139,434+68.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.29% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,736 | $5,243-28.7% | $4,856-23.1% | $4,751-21.4% |
| Participant deferral / active EE | $18,803 | $8,100+132.1% | $7,758+142.4% | $6,710+180.2% |
| Admin fee / account holder | $1,434 | $12,400-88.4% | $10,762-86.7% | $11,403-87.4% |