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 | $227,919 | $214,378+6.3% | $200,582+13.6% | $142,382+60.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 14.80% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,377 | $6,841-36.0% | $6,419-31.8% | $4,299+1.8% |
| Participant deferral / active EE | $12,365 | $9,865+25.3% | $9,331+32.5% | $6,507+90.0% |
| Admin fee / account holder | $3,331 | $17,692-81.2% | $16,305-79.6% | $12,624-73.6% |