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 | $180,396 | $148,534+21.5% | $135,903+32.7% | $139,434+29.4% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 13.79% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $12,196 | $5,243+132.6% | $4,856+151.1% | $4,751+156.7% |
| Participant deferral / active EE | $9,207 | $8,100+13.7% | $7,758+18.7% | $6,710+37.2% |
| Admin fee / account holder | $589 | $12,400-95.3% | $10,762-94.5% | $11,403-94.8% |