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 | $249,528 | $165,335+50.9% | $149,696+66.7% | $158,922+57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.30% | 348.15%-334.8pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $6,642 | $5,103+30.2% | $4,644+43.0% | $4,761+39.5% |
| Participant deferral / active EE | $7,999 | $7,181+11.4% | $6,842+16.9% | $5,982+33.7% |
| Admin fee / account holder | $8,647 | $10,807-20.0% | $9,309-7.1% | $11,246-23.1% |