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 | $197,864 | $183,592+7.8% | $155,567+27.2% | $145,959+35.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 18.97% | 61.24%-42.3pp | 64.74%-45.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $4,080 | $5,315-23.2% | $4,674-12.7% | $4,661-12.5% |
| Participant deferral / active EE | $7,268 | $6,464+12.4% | $5,628+29.1% | $6,689+8.7% |
| Admin fee / account holder | $6,401 | $19,318-66.9% | $15,916-59.8% | $13,398-52.2% |