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 | $207,423 | $165,335+25.5% | $149,696+38.6% | $158,922+30.5% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 77.03% | 348.15%-271.1pp | 276.60%-199.6pp | 302.83%-225.8pp |
| Employer contribution / active EE | $3,733 | $5,103-26.8% | $4,644-19.6% | $4,761-21.6% |
| Participant deferral / active EE | $7,532 | $7,181+4.9% | $6,842+10.1% | $5,982+25.9% |
| Admin fee / account holder | $13,067 | $10,807+20.9% | $9,309+40.4% | $11,246+16.2% |