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 | $181,971 | $178,174+2.1% | $156,181+16.5% | $137,256+32.6% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.8%-0.6pp | 80.0%-1.7pp |
| Annual return | 12.88% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,489 | $4,972-49.9% | $4,294-42.0% | $4,156-40.1% |
| Participant deferral / active EE | $6,492 | $6,888-5.8% | $6,132+5.9% | $6,407+1.3% |
| Admin fee / account holder | $1,521 | $17,404-91.3% | $14,586-89.6% | $12,270-87.6% |