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 | $199,720 | $157,256+27.0% | $141,162+41.5% | $152,861+30.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 24.29% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $8,424 | $5,261+60.1% | $4,735+77.9% | $4,762+76.9% |
| Participant deferral / active EE | $8,059 | $7,109+13.4% | $6,709+20.1% | $5,850+37.7% |
| Admin fee / account holder | $5,534 | $12,120-54.3% | $10,261-46.1% | $11,596-52.3% |