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 | $212,703 | $176,056+20.8% | $159,436+33.4% | $167,490+27.0% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 21.67% | 331.75%-310.1pp | 263.57%-241.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $9,545 | $5,297+80.2% | $4,829+97.7% | $4,837+97.3% |
| Participant deferral / active EE | $2,635 | $7,750-66.0% | $7,352-64.2% | $6,341-58.5% |
| Admin fee / account holder | $6,850 | $12,554-45.4% | $10,799-36.6% | $12,309-44.3% |