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 | $201,552 | $176,056+14.5% | $159,436+26.4% | $167,490+20.3% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 23.49% | 331.75%-308.3pp | 263.57%-240.1pp | 478.56%-455.1pp |
| Employer contribution / active EE | $12,471 | $5,297+135.4% | $4,829+158.2% | $4,837+157.8% |
| Participant deferral / active EE | $5,592 | $7,750-27.8% | $7,352-23.9% | $6,341-11.8% |
| Admin fee / account holder | $12,127 | $12,554-3.4% | $10,799+12.3% | $12,309-1.5% |