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 | $234,436 | $176,056+33.2% | $159,436+47.0% | $167,490+40.0% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 19.01% | 331.75%-312.7pp | 263.57%-244.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $6,956 | $5,297+31.3% | $4,829+44.0% | $4,837+43.8% |
| Participant deferral / active EE | $9,315 | $7,750+20.2% | $7,352+26.7% | $6,341+46.9% |
| Admin fee / account holder | $1,433 | $12,554-88.6% | $10,799-86.7% | $12,309-88.4% |