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 | $230,597 | $217,402+6.1% | $185,823+24.1% | $167,490+37.7% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 19.92% | 148.36%-128.4pp | 122.05%-102.1pp | 478.56%-458.6pp |
| Employer contribution / active EE | $3,222 | $5,873-45.1% | $5,167-37.6% | $4,837-33.4% |
| Participant deferral / active EE | $5,705 | $6,356-10.3% | $5,568+2.5% | $6,341-10.0% |
| Admin fee / account holder | $1,434 | $19,811-92.8% | $16,237-91.2% | $12,309-88.4% |