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 | $237,288 | $179,726+32.0% | $156,263+51.9% | $142,382+66.7% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 16.94% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,253 | $5,069-35.8% | $4,333-24.9% | $4,299-24.3% |
| Participant deferral / active EE | $9,674 | $6,956+39.1% | $6,158+57.1% | $6,507+48.7% |
| Admin fee / account holder | $1,747 | $17,272-89.9% | $14,255-87.7% | $12,624-86.2% |