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 | $192,836 | $159,602+20.8% | $150,045+28.5% | $142,382+35.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.30% | 70.24%-55.9pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,122 | $4,961-77.4% | $4,693-76.1% | $4,299-73.9% |
| Participant deferral / active EE | $7,918 | $8,310-4.7% | $7,997-1.0% | $6,507+21.7% |
| Admin fee / account holder | $35,441 | $14,846+138.7% | $13,435+163.8% | $12,624+180.8% |