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 7-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 | $201,726 | $165,335+22.0% | $149,696+34.8% | $158,922+26.9% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 19.67% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $4,395 | $5,103-13.9% | $4,644-5.4% | $4,761-7.7% |
| Participant deferral / active EE | $12,977 | $7,181+80.7% | $6,842+89.7% | $5,982+116.9% |
| Admin fee / account holder | $469 | $10,807-95.7% | $9,309-95.0% | $11,246-95.8% |