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 | $218,722 | $202,432+8.0% | $169,368+29.1% | $139,434+56.9% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 22.54% | 531.74%-509.2pp | 405.60%-383.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,995 | $4,692-36.2% | $4,013-25.4% | $4,751-36.9% |
| Participant deferral / active EE | $4,203 | $6,938-39.4% | $6,221-32.4% | $6,710-37.4% |
| Admin fee / account holder | $460 | $10,708-95.7% | $9,003-94.9% | $11,403-96.0% |