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 | $197,781 | $121,625+62.6% | $104,607+89.1% | $158,922+24.5% |
| Participation rate | 88.2% | 77.5%+10.7pp | 74.1%+14.2pp | 82.0%+6.3pp |
| Annual return | 24.44% | 465.26%-440.8pp | 340.46%-316.0pp | 302.83%-278.4pp |
| Employer contribution / active EE | $3,475 | $3,163+9.9% | $2,681+29.6% | $4,761-27.0% |
| Participant deferral / active EE | $8,422 | $4,177+101.6% | $3,740+125.2% | $5,982+40.8% |
| Admin fee / account holder | $737 | $7,787-90.5% | $6,473-88.6% | $11,246-93.4% |