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 | $174,301 | $157,256+10.8% | $141,162+23.5% | $152,861+14.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 27.21% | 64.32%-37.1pp | 71.39%-44.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $13,580 | $5,261+158.1% | $4,735+186.8% | $4,762+185.2% |
| Participant deferral / active EE | $8,082 | $7,109+13.7% | $6,709+20.5% | $5,850+38.1% |
| Admin fee / account holder | $2,785 | $12,120-77.0% | $10,261-72.9% | $11,596-76.0% |