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 | $221,775 | $165,335+34.1% | $149,696+48.1% | $158,922+39.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.28% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $5,541 | $5,103+8.6% | $4,644+19.3% | $4,761+16.4% |
| Participant deferral / active EE | $10,967 | $7,181+52.7% | $6,842+60.3% | $5,982+83.3% |
| Admin fee / account holder | $2,803 | $10,807-74.1% | $9,309-69.9% | $11,246-75.1% |