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 | $239,585 | $198,466+20.7% | $170,442+40.6% | $147,584+62.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 22.62% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,520 | $6,184-59.2% | $5,433-53.6% | $4,876-48.3% |
| Participant deferral / active EE | $7,843 | $5,629+39.3% | $4,939+58.8% | $5,439+44.2% |
| Admin fee / account holder | $1,322 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |