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 | $218,898 | $175,202+24.9% | $149,673+46.3% | $139,434+57.0% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 14.18% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $6,744 | $5,474+23.2% | $4,818+40.0% | $4,751+41.9% |
| Participant deferral / active EE | $8,747 | $6,519+34.2% | $5,680+54.0% | $6,710+30.4% |
| Admin fee / account holder | $681 | $16,150-95.8% | $13,210-94.8% | $11,403-94.0% |