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 | $227,263 | $214,378+6.0% | $200,582+13.3% | $142,382+59.6% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 16.12% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $15,461 | $6,841+126.0% | $6,419+140.9% | $4,299+259.6% |
| Participant deferral / active EE | $6,702 | $9,865-32.1% | $9,331-28.2% | $6,507+3.0% |
| Admin fee / account holder | $15,295 | $17,692-13.5% | $16,305-6.2% | $12,624+21.2% |