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 | $170,261 | $177,572-4.1% | $154,803+10.0% | $142,382+19.6% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 34.91% | 65.07%-30.2pp | 58.88%-24.0pp | 217.08%-182.2pp |
| Employer contribution / active EE | $8,468 | $4,810+76.0% | $4,305+96.7% | $4,299+97.0% |
| Participant deferral / active EE | $5,899 | $6,272-5.9% | $5,540+6.5% | $6,507-9.4% |
| Admin fee / account holder | $735 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |