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 | $239,950 | $198,466+20.9% | $170,442+40.8% | $147,584+62.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 19.64% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,602 | $6,184-57.9% | $5,433-52.1% | $4,876-46.6% |
| Participant deferral / active EE | $7,125 | $5,629+26.6% | $4,939+44.3% | $5,439+31.0% |
| Admin fee / account holder | $15,738 | $16,852-6.6% | $13,880+13.4% | $10,885+44.6% |