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 | $234,429 | $226,064+3.7% | $182,532+28.4% | $152,861+53.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 25.91% | 192.51%-166.6pp | 148.54%-122.6pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,645 | $4,978-46.9% | $4,076-35.1% | $4,762-44.5% |
| Participant deferral / active EE | $5,896 | $6,368-7.4% | $5,524+6.7% | $5,850+0.8% |
| Admin fee / account holder | $1,830 | $10,703-82.9% | $8,592-78.7% | $11,596-84.2% |