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 | $232,436 | $165,335+40.6% | $149,696+55.3% | $158,922+46.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 13.56% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,410 | $5,103-52.8% | $4,644-48.1% | $4,761-49.4% |
| Participant deferral / active EE | $6,850 | $7,181-4.6% | $6,842+0.1% | $5,982+14.5% |
| Admin fee / account holder | $1,438 | $10,807-86.7% | $9,309-84.6% | $11,246-87.2% |