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 | $159,727 | $159,602+0.1% | $150,045+6.5% | $142,382+12.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 14.84% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,823 | $4,961+57.7% | $4,693+66.7% | $4,299+82.0% |
| Participant deferral / active EE | $11,270 | $8,310+35.6% | $7,997+40.9% | $6,507+73.2% |
| Admin fee / account holder | $5,506 | $14,846-62.9% | $13,435-59.0% | $12,624-56.4% |