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 | $233,342 | $176,812+32.0% | $146,665+59.1% | $167,490+39.3% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 18.37% | 24.03%-5.7pp | 22.74%-4.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $5,213 | $5,160+1.0% | $4,136+26.0% | $4,837+7.8% |
| Participant deferral / active EE | $5,595 | $6,440-13.1% | $5,506+1.6% | $6,341-11.8% |
| Admin fee / account holder | $1,002 | $13,259-92.4% | $10,280-90.3% | $12,309-91.9% |