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 | $200,175 | $175,202+14.3% | $149,673+33.7% | $139,434+43.6% |
| Participation rate | 78.3% | 83.4%-5.1pp | 78.8%-0.5pp | 80.3%-2.1pp |
| Annual return | 13.79% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $6,557 | $5,474+19.8% | $4,818+36.1% | $4,751+38.0% |
| Participant deferral / active EE | $8,242 | $6,519+26.4% | $5,680+45.1% | $6,710+22.8% |
| Admin fee / account holder | $6,998 | $16,150-56.7% | $13,210-47.0% | $11,403-38.6% |