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 | $162,347 | $159,602+1.7% | $150,045+8.2% | $142,382+14.0% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 23.60% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,722 | $4,961-4.8% | $4,693+0.6% | $4,299+9.8% |
| Participant deferral / active EE | $13,765 | $8,310+65.6% | $7,997+72.1% | $6,507+111.5% |
| Admin fee / account holder | $1,219 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |