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 | $199,548 | $165,335+20.7% | $149,696+33.3% | $158,922+25.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 29.79% | 348.15%-318.4pp | 276.60%-246.8pp | 302.83%-273.0pp |
| Employer contribution / active EE | $972 | $5,103-80.9% | $4,644-79.1% | $4,761-79.6% |
| Participant deferral / active EE | $5,838 | $7,181-18.7% | $6,842-14.7% | $5,982-2.4% |
| Admin fee / account holder | $15,835 | $10,807+46.5% | $9,309+70.1% | $11,246+40.8% |