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 | $166,634 | $165,335+0.8% | $149,696+11.3% | $158,922+4.9% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 19.80% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $9,867 | $5,103+93.4% | $4,644+112.4% | $4,761+107.2% |
| Participant deferral / active EE | $12,650 | $7,181+76.1% | $6,842+84.9% | $5,982+111.5% |
| Admin fee / account holder | $29,844 | $10,807+176.2% | $9,309+220.6% | $11,246+165.4% |