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 | $237,195 | $201,272+17.8% | $184,203+28.8% | $145,922+62.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 33.50% | 29.00%+4.5pp | 28.81%+4.7pp | 561.29%-527.8pp |
| Employer contribution / active EE | $5,006 | $7,022-28.7% | $6,427-22.1% | $4,660+7.4% |
| Participant deferral / active EE | $9,619 | $9,806-1.9% | $9,131+5.3% | $6,688+43.8% |
| Admin fee / account holder | $2,609 | $16,364-84.1% | $13,901-81.2% | $13,397-80.5% |