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 | $175,436 | $159,602+9.9% | $150,045+16.9% | $142,382+23.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 17.22% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,398 | $4,961+8.8% | $4,693+15.0% | $4,299+25.5% |
| Participant deferral / active EE | $11,230 | $8,310+35.1% | $7,997+40.4% | $6,507+72.6% |
| Admin fee / account holder | $22,224 | $14,846+49.7% | $13,435+65.4% | $12,624+76.0% |