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 | $236,569 | $165,335+43.1% | $149,696+58.0% | $158,922+48.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 13.99% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,219 | $5,103-76.1% | $4,644-73.8% | $4,761-74.4% |
| Participant deferral / active EE | $10,054 | $7,181+40.0% | $6,842+46.9% | $5,982+68.1% |
| Admin fee / account holder | $1,187 | $10,807-89.0% | $9,309-87.2% | $11,246-89.4% |