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 | $196,469 | $159,602+23.1% | $150,045+30.9% | $142,382+38.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 13.21% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,937 | $4,961-40.8% | $4,693-37.4% | $4,299-31.7% |
| Participant deferral / active EE | $3,817 | $8,310-54.1% | $7,997-52.3% | $6,507-41.3% |
| Admin fee / account holder | $3,957 | $14,846-73.3% | $13,435-70.5% | $12,624-68.7% |