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 | $214,791 | $176,056+22.0% | $159,436+34.7% | $167,490+28.2% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 11.95% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,017 | $5,297-24.2% | $4,829-16.8% | $4,837-17.0% |
| Participant deferral / active EE | $8,601 | $7,750+11.0% | $7,352+17.0% | $6,341+35.6% |
| Admin fee / account holder | $341 | $12,554-97.3% | $10,799-96.8% | $12,309-97.2% |