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 | $248,711 | $165,335+50.4% | $149,696+66.1% | $158,922+56.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 15.98% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,213 | $5,103-56.6% | $4,644-52.4% | $4,761-53.5% |
| Participant deferral / active EE | $8,230 | $7,181+14.6% | $6,842+20.3% | $5,982+37.6% |
| Admin fee / account holder | $3,393 | $10,807-68.6% | $9,309-63.5% | $11,246-69.8% |