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 | $214,373 | $159,602+34.3% | $150,045+42.9% | $142,382+50.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.37% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,597 | $4,961-47.6% | $4,693-44.7% | $4,299-39.6% |
| Participant deferral / active EE | $6,307 | $8,310-24.1% | $7,997-21.1% | $6,507-3.1% |
| Admin fee / account holder | $1,246 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |