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 | $124,480 | $86,286+44.3% | $111,297+11.8% | $85,850+45.0% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 18.32% | 19.99%-1.7pp | 54.65%-36.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,388 | $2,043+16.9% | $2,731-12.6% | $2,565-6.9% |
| Participant deferral / active EE | $4,890 | $3,641+34.3% | $4,487+9.0% | $3,952+23.7% |
| Admin fee / account holder | $4,267 | $8,188-47.9% | $7,964-46.4% | $6,260-31.8% |