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 | $216,619 | $176,056+23.0% | $159,436+35.9% | $167,490+29.3% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 13.72% | 331.75%-318.0pp | 263.57%-249.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,692 | $5,297-68.1% | $4,829-65.0% | $4,837-65.0% |
| Participant deferral / active EE | $6,153 | $7,750-20.6% | $7,352-16.3% | $6,341-3.0% |
| Admin fee / account holder | $1,308 | $12,554-89.6% | $10,799-87.9% | $12,309-89.4% |