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 | $186,949 | $176,056+6.2% | $159,436+17.3% | $167,490+11.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.19% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,769 | $5,297-47.7% | $4,829-42.7% | $4,837-42.8% |
| Participant deferral / active EE | $9,695 | $7,750+25.1% | $7,352+31.9% | $6,341+52.9% |
| Admin fee / account holder | $484 | $12,554-96.1% | $10,799-95.5% | $12,309-96.1% |