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 | $214,073 | $165,335+29.5% | $149,696+43.0% | $158,922+34.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 14.46% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $6,118 | $5,103+19.9% | $4,644+31.7% | $4,761+28.5% |
| Participant deferral / active EE | $13,174 | $7,181+83.5% | $6,842+92.6% | $5,982+120.2% |
| Admin fee / account holder | $8,103 | $10,807-25.0% | $9,309-13.0% | $11,246-27.9% |