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 | $225,176 | $232,540-3.2% | $185,117+21.6% | $147,584+52.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 18.56% | 43.03%-24.5pp | 40.50%-21.9pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,627 | $5,195+8.3% | $4,182+34.6% | $4,876+15.4% |
| Participant deferral / active EE | $18,376 | $5,834+215.0% | $5,045+264.2% | $5,439+237.9% |
| Admin fee / account holder | $15,712 | $10,275+52.9% | $8,159+92.6% | $10,885+44.3% |