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 | $249,361 | $183,519+35.9% | $155,509+60.4% | $145,922+70.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.13% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $5,190 | $5,313-2.3% | $4,672+11.1% | $4,660+11.4% |
| Participant deferral / active EE | $4,886 | $6,462-24.4% | $5,626-13.2% | $6,688-26.9% |
| Admin fee / account holder | $2,152 | $19,313-88.9% | $15,912-86.5% | $13,397-83.9% |