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 | $195,652 | $172,111+13.7% | $150,298+30.2% | $137,256+42.5% |
| Participation rate | 85.0% | 81.7%+3.3pp | 77.8%+7.2pp | 80.0%+5.0pp |
| Annual return | 11.34% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,517 | $4,636-24.2% | $4,154-15.3% | $4,156-15.4% |
| Participant deferral / active EE | $8,066 | $6,166+30.8% | $5,453+47.9% | $6,407+25.9% |
| Admin fee / account holder | $7,719 | $16,471-53.1% | $14,116-45.3% | $12,270-37.1% |