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 | $235,604 | $197,591+19.2% | $177,821+32.5% | $158,922+48.3% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 10.72% | 58.76%-48.0pp | 48.32%-37.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,145 | $6,697-38.1% | $5,918-30.0% | $4,761-12.9% |
| Participant deferral / active EE | $10,078 | $8,405+19.9% | $7,714+30.6% | $5,982+68.5% |
| Admin fee / account holder | $17,081 | $15,399+10.9% | $12,427+37.4% | $11,246+51.9% |