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 | $186,856 | $179,726+4.0% | $156,263+19.6% | $142,382+31.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 15.82% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,469 | $5,069-51.3% | $4,333-43.0% | $4,299-42.6% |
| Participant deferral / active EE | $6,748 | $6,956-3.0% | $6,158+9.6% | $6,507+3.7% |
| Admin fee / account holder | $3,907 | $17,272-77.4% | $14,255-72.6% | $12,624-69.1% |