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 | $233,562 | $159,602+46.3% | $150,045+55.7% | $142,382+64.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 21.99% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $11,300 | $4,961+127.8% | $4,693+140.8% | $4,299+162.8% |
| Participant deferral / active EE | $19,360 | $8,310+133.0% | $7,997+142.1% | $6,507+197.5% |
| Admin fee / account holder | $12,246 | $14,846-17.5% | $13,435-8.8% | $12,624-3.0% |