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 | $238,147 | $217,402+9.5% | $185,823+28.2% | $167,490+42.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 17.60% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $3,255 | $5,873-44.6% | $5,167-37.0% | $4,837-32.7% |
| Participant deferral / active EE | $7,521 | $6,356+18.3% | $5,568+35.1% | $6,341+18.6% |
| Admin fee / account holder | $4,324 | $19,811-78.2% | $16,237-73.4% | $12,309-64.9% |