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 | $202,233 | $165,335+22.3% | $149,696+35.1% | $158,922+27.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 21.63% | 348.15%-326.5pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $17,385 | $5,103+240.7% | $4,644+274.3% | $4,761+265.1% |
| Participant deferral / active EE | $15,047 | $7,181+109.5% | $6,842+119.9% | $5,982+151.5% |
| Admin fee / account holder | $673 | $10,807-93.8% | $9,309-92.8% | $11,246-94.0% |