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 | $236,274 | $214,378+10.2% | $200,582+17.8% | $142,382+65.9% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 13.38% | 46.41%-33.0pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,350 | $6,841-36.4% | $6,419-32.2% | $4,299+1.2% |
| Participant deferral / active EE | $8,412 | $9,865-14.7% | $9,331-9.8% | $6,507+29.3% |
| Admin fee / account holder | $6,457 | $17,692-63.5% | $16,305-60.4% | $12,624-48.9% |