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 | $222,074 | $172,111+29.0% | $150,298+47.8% | $137,256+61.8% |
| Participation rate | 81.0% | 81.7%-0.8pp | 77.8%+3.2pp | 80.0%+1.0pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,224 | $4,636-52.0% | $4,154-46.5% | $4,156-46.5% |
| Participant deferral / active EE | $6,358 | $6,166+3.1% | $5,453+16.6% | $6,407-0.8% |
| Admin fee / account holder | $17,060 | $16,471+3.6% | $14,116+20.9% | $12,270+39.0% |