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 | $199,030 | $176,056+13.0% | $159,436+24.8% | $167,490+18.8% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 28.38% | 331.75%-303.4pp | 263.57%-235.2pp | 478.56%-450.2pp |
| Employer contribution / active EE | $9,986 | $5,297+88.5% | $4,829+106.8% | $4,837+106.4% |
| Participant deferral / active EE | $10,563 | $7,750+36.3% | $7,352+43.7% | $6,341+66.6% |
| Admin fee / account holder | $894 | $12,554-92.9% | $10,799-91.7% | $12,309-92.7% |