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 | $211,151 | $165,335+27.7% | $149,696+41.1% | $158,922+32.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.19% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,895 | $5,103-43.3% | $4,644-37.7% | $4,761-39.2% |
| Participant deferral / active EE | $13,096 | $7,181+82.4% | $6,842+91.4% | $5,982+118.9% |
| Admin fee / account holder | $19,590 | $10,807+81.3% | $9,309+110.4% | $11,246+74.2% |