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 | $192,456 | $165,335+16.4% | $149,696+28.6% | $158,922+21.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 27.99% | 348.15%-320.2pp | 276.60%-248.6pp | 302.83%-274.8pp |
| Employer contribution / active EE | $3,374 | $5,103-33.9% | $4,644-27.4% | $4,761-29.1% |
| Participant deferral / active EE | $2,546 | $7,181-64.5% | $6,842-62.8% | $5,982-57.4% |
| Admin fee / account holder | $589 | $10,807-94.5% | $9,309-93.7% | $11,246-94.8% |