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 | $205,195 | $183,963+11.5% | $162,163+26.5% | $152,861+34.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.08% | 150.76%-125.7pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,557 | $6,371+2.9% | $5,614+16.8% | $4,762+37.7% |
| Participant deferral / active EE | $10,305 | $8,034+28.3% | $7,298+41.2% | $5,850+76.1% |
| Admin fee / account holder | $2,171 | $13,121-83.5% | $10,843-80.0% | $11,596-81.3% |