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 | $127,877 | $127,386+0.4% | $115,037+11.2% | $125,391+2.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 7.91% | 31.28%-23.4pp | 26.14%-18.2pp | 282.22%-274.3pp |
| Employer contribution / active EE | $9,642 | $5,166+86.6% | $4,608+109.2% | $4,866+98.1% |
| Participant deferral / active EE | $7,365 | $6,423+14.7% | $6,026+22.2% | $5,352+37.6% |
| Admin fee / account holder | $22,841 | $9,516+140.0% | $8,175+179.4% | $9,540+139.4% |