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 | $194,866 | $159,602+22.1% | $150,045+29.9% | $142,382+36.9% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 15.60% | 70.24%-54.6pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,460 | $4,961-70.6% | $4,693-68.9% | $4,299-66.0% |
| Participant deferral / active EE | $3,990 | $8,310-52.0% | $7,997-50.1% | $6,507-38.7% |
| Admin fee / account holder | $1,905 | $14,846-87.2% | $13,435-85.8% | $12,624-84.9% |