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 | $173,300 | $165,984+4.4% | $164,813+5.2% | $145,922+18.8% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 13.24% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,947 | $5,273-25.2% | $4,341-9.1% | $4,660-15.3% |
| Participant deferral / active EE | $6,157 | $6,959-11.5% | $6,031+2.1% | $6,688-7.9% |
| Admin fee / account holder | $17,191 | $16,648+3.3% | $12,690+35.5% | $13,397+28.3% |