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 | $243,012 | $165,335+47.0% | $149,696+62.3% | $158,922+52.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 8.29% | 348.15%-339.9pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,102 | $5,103-39.2% | $4,644-33.2% | $4,761-34.8% |
| Participant deferral / active EE | $5,851 | $7,181-18.5% | $6,842-14.5% | $5,982-2.2% |
| Admin fee / account holder | $532 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |