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 | $240,373 | $165,335+45.4% | $149,696+60.6% | $158,922+51.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.05% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,914 | $5,103-42.9% | $4,644-37.3% | $4,761-38.8% |
| Participant deferral / active EE | $9,277 | $7,181+29.2% | $6,842+35.6% | $5,982+55.1% |
| Admin fee / account holder | $897 | $10,807-91.7% | $9,309-90.4% | $11,246-92.0% |