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 | $230,447 | $165,984+38.8% | $164,813+39.8% | $145,922+57.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 30.13% | 100.03%-69.9pp | 69.93%-39.8pp | 561.29%-531.2pp |
| Employer contribution / active EE | $1,436 | $5,273-72.8% | $4,341-66.9% | $4,660-69.2% |
| Participant deferral / active EE | $10,447 | $6,959+50.1% | $6,031+73.2% | $6,688+56.2% |
| Admin fee / account holder | $4,250 | $16,648-74.5% | $12,690-66.5% | $13,397-68.3% |