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 | $208,216 | $202,432+2.9% | $169,368+22.9% | $139,434+49.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 26.28% | 531.74%-505.5pp | 405.60%-379.3pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,651 | $4,692-43.5% | $4,013-33.9% | $4,751-44.2% |
| Participant deferral / active EE | $7,533 | $6,938+8.6% | $6,221+21.1% | $6,710+12.3% |
| Admin fee / account holder | $1,547 | $10,708-85.6% | $9,003-82.8% | $11,403-86.4% |