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 | $215,511 | $176,056+22.4% | $159,436+35.2% | $167,490+28.7% |
| Participation rate | 87.0% | 84.9%+2.0pp | 82.8%+4.1pp | 82.1%+4.9pp |
| Annual return | 19.37% | 331.75%-312.4pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $4,683 | $5,297-11.6% | $4,829-3.0% | $4,837-3.2% |
| Participant deferral / active EE | $11,164 | $7,750+44.1% | $7,352+51.9% | $6,341+76.1% |
| Admin fee / account holder | $3,909 | $12,554-68.9% | $10,799-63.8% | $12,309-68.2% |