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 | $241,940 | $144,119+67.9% | $117,854+105.3% | $147,584+63.9% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.7%-0.7pp | 82.8%-3.9pp |
| Annual return | 21.24% | 531.15%-509.9pp | 335.08%-313.8pp | 578.55%-557.3pp |
| Employer contribution / active EE | $6,317 | $4,896+29.0% | $3,786+66.8% | $4,876+29.5% |
| Participant deferral / active EE | $6,607 | $5,316+24.3% | $4,482+47.4% | $5,439+21.5% |
| Admin fee / account holder | $16,636 | $10,886+52.8% | $8,020+107.4% | $10,885+52.8% |