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 | $248,612 | $209,411+18.7% | $178,490+39.3% | $158,922+56.4% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 19.61% | 188.75%-169.1pp | 151.07%-131.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,046 | $5,706-64.2% | $5,011-59.2% | $4,761-57.0% |
| Participant deferral / active EE | $6,807 | $5,954+14.3% | $5,202+30.9% | $5,982+13.8% |
| Admin fee / account holder | $630 | $17,074-96.3% | $13,984-95.5% | $11,246-94.4% |