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 | $164,512 | $144,119+14.2% | $117,854+39.6% | $147,584+11.5% |
| Participation rate | 81.3% | 83.4%-2.2pp | 79.7%+1.6pp | 82.8%-1.6pp |
| Annual return | 16.37% | 531.15%-514.8pp | 335.08%-318.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $5,480 | $4,896+11.9% | $3,786+44.7% | $4,876+12.4% |
| Participant deferral / active EE | $2,147 | $5,316-59.6% | $4,482-52.1% | $5,439-60.5% |
| Admin fee / account holder | $15,276 | $10,886+40.3% | $8,020+90.5% | $10,885+40.3% |