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 | $230,208 | $176,056+30.8% | $159,436+44.4% | $167,490+37.4% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 17.66% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,177 | $5,297-21.1% | $4,829-13.5% | $4,837-13.7% |
| Participant deferral / active EE | $9,349 | $7,750+20.6% | $7,352+27.2% | $6,341+47.4% |
| Admin fee / account holder | $1,492 | $12,554-88.1% | $10,799-86.2% | $12,309-87.9% |