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 | $209,108 | $169,032+23.7% | $129,207+61.8% | $145,922+43.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 14.11% | 14330.11%-14316.0pp | 9417.33%-9403.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,525 | $5,537-36.3% | $4,153-15.1% | $4,660-24.3% |
| Participant deferral / active EE | $6,438 | $4,987+29.1% | $4,168+54.5% | $6,688-3.7% |
| Admin fee / account holder | $1,628 | $9,954-83.6% | $7,715-78.9% | $13,397-87.8% |