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 | $227,173 | $165,335+37.4% | $149,696+51.8% | $158,922+42.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.10% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,129 | $5,103-38.7% | $4,644-32.6% | $4,761-34.3% |
| Participant deferral / active EE | $12,633 | $7,181+75.9% | $6,842+84.6% | $5,982+111.2% |
| Admin fee / account holder | $1,798 | $10,807-83.4% | $9,309-80.7% | $11,246-84.0% |