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 | $197,401 | $165,335+19.4% | $149,696+31.9% | $158,922+24.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.56% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $4,346 | $5,103-14.8% | $4,644-6.4% | $4,761-8.7% |
| Participant deferral / active EE | $12,427 | $7,181+73.0% | $6,842+81.6% | $5,982+107.7% |
| Admin fee / account holder | $1,687 | $10,807-84.4% | $9,309-81.9% | $11,246-85.0% |