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 | $184,176 | $165,335+11.4% | $149,696+23.0% | $158,922+15.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.20% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,015 | $5,103-40.9% | $4,644-35.1% | $4,761-36.7% |
| Participant deferral / active EE | $8,761 | $7,181+22.0% | $6,842+28.1% | $5,982+46.5% |
| Admin fee / account holder | $2,935 | $10,807-72.8% | $9,309-68.5% | $11,246-73.9% |