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 | $229,020 | $217,402+5.3% | $185,823+23.2% | $167,490+36.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 22.01% | 148.36%-126.4pp | 122.05%-100.0pp | 478.56%-456.5pp |
| Employer contribution / active EE | $3,250 | $5,873-44.7% | $5,167-37.1% | $4,837-32.8% |
| Participant deferral / active EE | $6,260 | $6,356-1.5% | $5,568+12.4% | $6,341-1.3% |
| Admin fee / account holder | $794 | $19,811-96.0% | $16,237-95.1% | $12,309-93.6% |