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 4-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 | $230,311 | $159,602+44.3% | $150,045+53.5% | $142,382+61.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 12.80% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,400 | $4,961-31.5% | $4,693-27.5% | $4,299-20.9% |
| Participant deferral / active EE | $8,353 | $8,310+0.5% | $7,997+4.5% | $6,507+28.4% |
| Admin fee / account holder | $13,336 | $14,846-10.2% | $13,435-0.7% | $12,624+5.6% |