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 | $229,052 | $214,378+6.8% | $200,582+14.2% | $142,382+60.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 19.90% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $14,021 | $6,841+104.9% | $6,419+118.4% | $4,299+226.1% |
| Participant deferral / active EE | $20,032 | $9,865+103.1% | $9,331+114.7% | $6,507+207.8% |
| Admin fee / account holder | $2,040 | $17,692-88.5% | $16,305-87.5% | $12,624-83.8% |