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 | $179,419 | $162,781+10.2% | $133,956+33.9% | $158,922+12.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 12.86% | 41.94%-29.1pp | 45.09%-32.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,220 | $4,975-35.3% | $3,919-17.8% | $4,761-32.4% |
| Participant deferral / active EE | $4,577 | $5,911-22.6% | $5,048-9.3% | $5,982-23.5% |
| Admin fee / account holder | $9,356 | $11,736-20.3% | $8,927+4.8% | $11,246-16.8% |