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 | $242,715 | $180,749+34.3% | $160,784+51.0% | $137,256+76.8% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 12.59% | 2234.46%-2221.9pp | 1803.92%-1791.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $6,933 | $4,155+66.9% | $3,733+85.7% | $4,156+66.8% |
| Participant deferral / active EE | $4,471 | $6,844-34.7% | $6,293-28.9% | $6,407-30.2% |
| Admin fee / account holder | $4,290 | $10,397-58.7% | $9,717-55.9% | $12,270-65.0% |