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 | $182,650 | $177,572+2.9% | $154,803+18.0% | $142,382+28.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 18.52% | 65.07%-46.5pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,360 | $4,810-50.9% | $4,305-45.2% | $4,299-45.1% |
| Participant deferral / active EE | $7,374 | $6,272+17.6% | $5,540+33.1% | $6,507+13.3% |
| Admin fee / account holder | $9,396 | $16,786-44.0% | $14,329-34.4% | $12,624-25.6% |