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 | $234,851 | $214,378+9.5% | $200,582+17.1% | $142,382+64.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 13.56% | 46.41%-32.8pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,094 | $6,841-40.2% | $6,419-36.2% | $4,299-4.8% |
| Participant deferral / active EE | $11,957 | $9,865+21.2% | $9,331+28.1% | $6,507+83.8% |
| Admin fee / account holder | $6,087 | $17,692-65.6% | $16,305-62.7% | $12,624-51.8% |