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 | $207,728 | $179,726+15.6% | $156,263+32.9% | $142,382+45.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 11.38% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,134 | $5,069-57.9% | $4,333-50.8% | $4,299-50.4% |
| Participant deferral / active EE | $3,934 | $6,956-43.5% | $6,158-36.1% | $6,507-39.6% |
| Admin fee / account holder | $10,208 | $17,272-40.9% | $14,255-28.4% | $12,624-19.1% |