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 | $242,684 | $159,602+52.1% | $150,045+61.7% | $142,382+70.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.61% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,655 | $4,961+94.6% | $4,693+105.7% | $4,299+124.6% |
| Participant deferral / active EE | $10,642 | $8,310+28.1% | $7,997+33.1% | $6,507+63.5% |
| Admin fee / account holder | $11,456 | $14,846-22.8% | $13,435-14.7% | $12,624-9.2% |