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 | $214,399 | $185,822+15.4% | $169,993+26.1% | $139,434+53.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 18.61% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,892 | $7,590-35.6% | $6,785-27.9% | $4,751+3.0% |
| Participant deferral / active EE | $11,110 | $11,622-4.4% | $10,408+6.8% | $6,710+65.6% |
| Admin fee / account holder | $452 | $15,381-97.1% | $12,815-96.5% | $11,403-96.0% |