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 | $208,267 | $159,602+30.5% | $150,045+38.8% | $142,382+46.3% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 18.40% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,725 | $4,961-45.1% | $4,693-41.9% | $4,299-36.6% |
| Participant deferral / active EE | $9,241 | $8,310+11.2% | $7,997+15.5% | $6,507+42.0% |
| Admin fee / account holder | $4,744 | $14,846-68.0% | $13,435-64.7% | $12,624-62.4% |