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 | $226,989 | $217,402+4.4% | $185,823+22.2% | $167,490+35.5% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 12.26% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,303 | $5,873-43.8% | $5,167-36.1% | $4,837-31.7% |
| Participant deferral / active EE | $6,476 | $6,356+1.9% | $5,568+16.3% | $6,341+2.1% |
| Admin fee / account holder | $32,244 | $19,811+62.8% | $16,237+98.6% | $12,309+162.0% |