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 | $165,239 | $159,602+3.5% | $150,045+10.1% | $142,382+16.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 23.97% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $12,095 | $4,961+143.8% | $4,693+157.7% | $4,299+181.3% |
| Participant deferral / active EE | $9,134 | $8,310+9.9% | $7,997+14.2% | $6,507+40.4% |
| Admin fee / account holder | $372 | $14,846-97.5% | $13,435-97.2% | $12,624-97.1% |