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 | $237,617 | $209,411+13.5% | $178,490+33.1% | $158,922+49.5% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 39.04% | 188.75%-149.7pp | 151.07%-112.0pp | 302.83%-263.8pp |
| Employer contribution / active EE | $2,370 | $5,706-58.5% | $5,011-52.7% | $4,761-50.2% |
| Participant deferral / active EE | $4,133 | $5,954-30.6% | $5,202-20.5% | $5,982-30.9% |
| Admin fee / account holder | $2,320 | $17,074-86.4% | $13,984-83.4% | $11,246-79.4% |