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 | $248,793 | $238,490+4.3% | $180,183+38.1% | $142,382+74.7% |
| Participation rate | 82.6% | 82.3%+0.3pp | 77.4%+5.2pp | 80.1%+2.5pp |
| Annual return | 15.41% | 33.56%-18.1pp | 27.86%-12.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,011 | $6,143-2.1% | $5,039+19.3% | $4,299+39.8% |
| Participant deferral / active EE | $8,062 | $7,996+0.8% | $6,822+18.2% | $6,507+23.9% |
| Admin fee / account holder | $9,057 | $28,866-68.6% | $19,975-54.7% | $12,624-28.3% |