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 | $216,475 | $165,335+30.9% | $149,696+44.6% | $158,922+36.2% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 16.91% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,091 | $5,103-39.4% | $4,644-33.5% | $4,761-35.1% |
| Participant deferral / active EE | $11,368 | $7,181+58.3% | $6,842+66.2% | $5,982+90.0% |
| Admin fee / account holder | $27,959 | $10,807+158.7% | $9,309+200.4% | $11,246+148.6% |