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 | $211,979 | $157,256+34.8% | $141,162+50.2% | $152,861+38.7% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 21.27% | 64.32%-43.1pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,495 | $5,261+42.5% | $4,735+58.3% | $4,762+57.4% |
| Participant deferral / active EE | $9,968 | $7,109+40.2% | $6,709+48.6% | $5,850+70.4% |
| Admin fee / account holder | $20,811 | $12,120+71.7% | $10,261+102.8% | $11,596+79.5% |