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 5-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 | $184,377 | $159,602+15.5% | $150,045+22.9% | $142,382+29.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 18.81% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $10,538 | $4,961+112.4% | $4,693+124.5% | $4,299+145.1% |
| Participant deferral / active EE | $8,353 | $8,310+0.5% | $7,997+4.4% | $6,507+28.4% |
| Admin fee / account holder | $2,095 | $14,846-85.9% | $13,435-84.4% | $12,624-83.4% |