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 | $230,600 | $165,335+39.5% | $149,696+54.0% | $158,922+45.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 14.18% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,396 | $5,103-33.5% | $4,644-26.9% | $4,761-28.7% |
| Participant deferral / active EE | $9,519 | $7,181+32.6% | $6,842+39.1% | $5,982+59.1% |
| Admin fee / account holder | $822 | $10,807-92.4% | $9,309-91.2% | $11,246-92.7% |