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 | $223,504 | $180,749+23.7% | $160,784+39.0% | $137,256+62.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 13.05% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,277 | $4,155-21.1% | $3,733-12.2% | $4,156-21.2% |
| Participant deferral / active EE | $14,998 | $6,844+119.1% | $6,293+138.3% | $6,407+134.1% |
| Admin fee / account holder | $1,208 | $10,397-88.4% | $9,717-87.6% | $12,270-90.2% |