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 | $122,299 | $95,453+28.1% | $112,040+9.2% | $82,448+48.3% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.5%-0.8pp | 68.1%+7.6pp |
| Annual return | 55.14% | 23.92%+31.2pp | 24.52%+30.6pp | 41.64%+13.5pp |
| Employer contribution / active EE | $2,797 | $2,318+20.7% | $2,954-5.3% | $2,551+9.7% |
| Participant deferral / active EE | $5,971 | $4,224+41.4% | $5,098+17.1% | $4,139+44.3% |
| Admin fee / account holder | $10,052 | $9,013+11.5% | $12,098-16.9% | $7,234+38.9% |