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 | $241,663 | $165,335+46.2% | $149,696+61.4% | $158,922+52.1% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.05% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,018 | $5,103-40.9% | $4,644-35.0% | $4,761-36.6% |
| Participant deferral / active EE | $8,628 | $7,181+20.2% | $6,842+26.1% | $5,982+44.2% |
| Admin fee / account holder | $5,681 | $10,807-47.4% | $9,309-39.0% | $11,246-49.5% |