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 | $188,224 | $197,591-4.7% | $177,821+5.9% | $158,922+18.4% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 28.39% | 58.76%-30.4pp | 48.32%-19.9pp | 302.83%-274.4pp |
| Employer contribution / active EE | $3,872 | $6,697-42.2% | $5,918-34.6% | $4,761-18.7% |
| Participant deferral / active EE | $9,766 | $8,405+16.2% | $7,714+26.6% | $5,982+63.3% |
| Admin fee / account holder | $5,258 | $15,399-65.9% | $12,427-57.7% | $11,246-53.2% |