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 | $170,550 | $159,602+6.9% | $150,045+13.7% | $142,382+19.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 18.13% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,500 | $4,961-29.5% | $4,693-25.4% | $4,299-18.6% |
| Participant deferral / active EE | $13,052 | $8,310+57.1% | $7,997+63.2% | $6,507+100.6% |
| Admin fee / account holder | $21,959 | $14,846+47.9% | $13,435+63.5% | $12,624+74.0% |