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 | $215,559 | $114,381+88.5% | $107,525+100.5% | $142,382+51.4% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 20.35% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,681 | $4,015-33.2% | $3,754-28.6% | $4,299-37.6% |
| Participant deferral / active EE | $7,932 | $5,564+42.6% | $5,116+55.1% | $6,507+21.9% |
| Admin fee / account holder | $9,272 | $9,860-6.0% | $8,919+4.0% | $12,624-26.6% |