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 | $236,146 | $198,466+19.0% | $170,442+38.5% | $147,584+60.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.42% | 257.29%-236.9pp | 205.93%-185.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,984 | $6,184-35.6% | $5,433-26.7% | $4,876-18.3% |
| Participant deferral / active EE | $3,233 | $5,629-42.6% | $4,939-34.6% | $5,439-40.6% |
| Admin fee / account holder | $325 | $16,852-98.1% | $13,880-97.7% | $10,885-97.0% |