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 | $179,415 | $159,602+12.4% | $150,045+19.6% | $142,382+26.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.25% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,140 | $4,961-36.7% | $4,693-33.1% | $4,299-27.0% |
| Participant deferral / active EE | $17,896 | $8,310+115.4% | $7,997+123.8% | $6,507+175.0% |
| Admin fee / account holder | $389 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |