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 | $198,283 | $165,335+19.9% | $149,696+32.5% | $158,922+24.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.88% | 348.15%-338.3pp | 276.60%-266.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,258 | $5,103-55.7% | $4,644-51.4% | $4,761-52.6% |
| Participant deferral / active EE | $13,795 | $7,181+92.1% | $6,842+101.6% | $5,982+130.6% |
| Admin fee / account holder | $17,381 | $10,807+60.8% | $9,309+86.7% | $11,246+54.6% |