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 | $242,631 | $209,411+15.9% | $178,490+35.9% | $158,922+52.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 6.93% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $7,428 | $5,706+30.2% | $5,011+48.2% | $4,761+56.0% |
| Participant deferral / active EE | $5,601 | $5,954-5.9% | $5,202+7.7% | $5,982-6.4% |
| Admin fee / account holder | $952 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |