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 | $106,452 | $159,602-33.3% | $150,045-29.1% | $142,382-25.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.06% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,713 | $4,961-25.1% | $4,693-20.9% | $4,299-13.6% |
| Participant deferral / active EE | $7,564 | $8,310-9.0% | $7,997-5.4% | $6,507+16.2% |
| Admin fee / account holder | $15,820 | $14,846+6.6% | $13,435+17.8% | $12,624+25.3% |