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 | $224,024 | $202,432+10.7% | $169,368+32.3% | $139,434+60.7% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 13.34% | 531.74%-518.4pp | 405.60%-392.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $5,258 | $4,692+12.1% | $4,013+31.0% | $4,751+10.7% |
| Participant deferral / active EE | $5,481 | $6,938-21.0% | $6,221-11.9% | $6,710-18.3% |
| Admin fee / account holder | $5,033 | $10,708-53.0% | $9,003-44.1% | $11,403-55.9% |