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 6-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 | $249,081 | $159,602+56.1% | $150,045+66.0% | $142,382+74.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.59% | 70.24%-52.6pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $11,935 | $4,961+140.6% | $4,693+154.3% | $4,299+177.6% |
| Participant deferral / active EE | $15,097 | $8,310+81.7% | $7,997+88.8% | $6,507+132.0% |
| Admin fee / account holder | $16,856 | $14,846+13.5% | $13,435+25.5% | $12,624+33.5% |