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 | $232,093 | $165,335+40.4% | $149,696+55.0% | $158,922+46.0% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 28.39% | 348.15%-319.8pp | 276.60%-248.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $3,659 | $5,103-28.3% | $4,644-21.2% | $4,761-23.2% |
| Participant deferral / active EE | $6,831 | $7,181-4.9% | $6,842-0.1% | $5,982+14.2% |
| Admin fee / account holder | $1,906 | $10,807-82.4% | $9,309-79.5% | $11,246-83.1% |