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 | $235,022 | $165,335+42.1% | $149,696+57.0% | $158,922+47.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.11% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,425 | $5,103-52.5% | $4,644-47.8% | $4,761-49.1% |
| Participant deferral / active EE | $5,121 | $7,181-28.7% | $6,842-25.1% | $5,982-14.4% |
| Admin fee / account holder | $2,069 | $10,807-80.9% | $9,309-77.8% | $11,246-81.6% |