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 | $209,944 | $148,534+41.3% | $135,903+54.5% | $139,434+50.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 15.95% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,008 | $5,243-4.5% | $4,856+3.1% | $4,751+5.4% |
| Participant deferral / active EE | $11,886 | $8,100+46.7% | $7,758+53.2% | $6,710+77.1% |
| Admin fee / account holder | $11,929 | $12,400-3.8% | $10,762+10.8% | $11,403+4.6% |