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 | $230,217 | $159,602+44.2% | $150,045+53.4% | $142,382+61.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.49% | 70.24%-54.7pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,811 | $4,961-43.3% | $4,693-40.1% | $4,299-34.6% |
| Participant deferral / active EE | $12,948 | $8,310+55.8% | $7,997+61.9% | $6,507+99.0% |
| Admin fee / account holder | $12,483 | $14,846-15.9% | $13,435-7.1% | $12,624-1.1% |