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 | $222,983 | $165,335+34.9% | $149,696+49.0% | $158,922+40.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 23.14% | 348.15%-325.0pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,709 | $5,103-46.9% | $4,644-41.7% | $4,761-43.1% |
| Participant deferral / active EE | $17,428 | $7,181+142.7% | $6,842+154.7% | $5,982+191.3% |
| Admin fee / account holder | $1,004 | $10,807-90.7% | $9,309-89.2% | $11,246-91.1% |