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 | $163,720 | $121,625+34.6% | $104,607+56.5% | $158,922+3.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 15.15% | 465.26%-450.1pp | 340.46%-325.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,704 | $3,163+48.7% | $2,681+75.5% | $4,761-1.2% |
| Participant deferral / active EE | $7,275 | $4,177+74.2% | $3,740+94.5% | $5,982+21.6% |
| Admin fee / account holder | $6,852 | $7,787-12.0% | $6,473+5.8% | $11,246-39.1% |