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 | $212,783 | $180,449+17.9% | $154,107+38.1% | $135,375+57.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 2.51% | 888.09%-885.6pp | 735.12%-732.6pp | 519.73%-517.2pp |
| Employer contribution / active EE | $2,807 | $6,035-53.5% | $5,298-47.0% | $4,779-41.3% |
| Participant deferral / active EE | $10,470 | $5,806+80.3% | $5,081+106.1% | $5,609+86.7% |
| Admin fee / account holder | $1,500 | $16,143-90.7% | $13,411-88.8% | $10,827-86.1% |