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 | $195,423 | $202,432-3.5% | $169,368+15.4% | $139,434+40.2% |
| Participation rate | 78.9% | 81.1%-2.1pp | 77.1%+1.8pp | 80.3%-1.4pp |
| Annual return | 11.94% | 531.74%-519.8pp | 405.60%-393.7pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,936 | $4,692-37.4% | $4,013-26.8% | $4,751-38.2% |
| Participant deferral / active EE | $9,912 | $6,938+42.9% | $6,221+59.3% | $6,710+47.7% |
| Admin fee / account holder | $1,178 | $10,708-89.0% | $9,003-86.9% | $11,403-89.7% |