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 | $194,306 | $154,228+26.0% | $145,433+33.6% | $137,256+41.6% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 17.04% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $7,065 | $4,804+47.1% | $4,554+55.1% | $4,156+70.0% |
| Participant deferral / active EE | $6,102 | $8,216-25.7% | $7,897-22.7% | $6,407-4.8% |
| Admin fee / account holder | $2,834 | $14,344-80.2% | $13,129-78.4% | $12,270-76.9% |