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 | $222,114 | $197,591+12.4% | $177,821+24.9% | $158,922+39.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 22.11% | 58.76%-36.6pp | 48.32%-26.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $3,790 | $6,697-43.4% | $5,918-36.0% | $4,761-20.4% |
| Participant deferral / active EE | $13,847 | $8,405+64.8% | $7,714+79.5% | $5,982+131.5% |
| Admin fee / account holder | $20,628 | $15,399+34.0% | $12,427+66.0% | $11,246+83.4% |