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 | $205,865 | $178,174+15.5% | $156,181+31.8% | $137,256+50.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 17.15% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,756 | $4,972+56.0% | $4,294+80.6% | $4,156+86.6% |
| Participant deferral / active EE | $13,482 | $6,888+95.7% | $6,132+119.9% | $6,407+110.4% |
| Admin fee / account holder | $5,802 | $17,404-66.7% | $14,586-60.2% | $12,270-52.7% |