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 | $185,543 | $165,335+12.2% | $149,696+23.9% | $158,922+16.8% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 19.08% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,745 | $5,103-46.2% | $4,644-40.9% | $4,761-42.3% |
| Participant deferral / active EE | $6,189 | $7,181-13.8% | $6,842-9.5% | $5,982+3.5% |
| Admin fee / account holder | $18,470 | $10,807+70.9% | $9,309+98.4% | $11,246+64.2% |