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 | $174,040 | $162,781+6.9% | $133,956+29.9% | $158,922+9.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 48.03% | 41.94%+6.1pp | 45.09%+2.9pp | 302.83%-254.8pp |
| Employer contribution / active EE | $5,581 | $4,975+12.2% | $3,919+42.4% | $4,761+17.2% |
| Participant deferral / active EE | $6,048 | $5,911+2.3% | $5,048+19.8% | $5,982+1.1% |
| Admin fee / account holder | $1,483 | $11,736-87.4% | $8,927-83.4% | $11,246-86.8% |