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 | $237,824 | $114,381+107.9% | $107,525+121.2% | $142,382+67.0% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 18.87% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,289 | $4,015+6.8% | $3,754+14.3% | $4,299-0.2% |
| Participant deferral / active EE | $9,706 | $5,564+74.4% | $5,116+89.7% | $6,507+49.2% |
| Admin fee / account holder | $12,550 | $9,860+27.3% | $8,919+40.7% | $12,624-0.6% |