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 | $181,726 | $177,572+2.3% | $154,803+17.4% | $142,382+27.6% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 36.62% | 65.07%-28.5pp | 58.88%-22.3pp | 217.08%-180.5pp |
| Employer contribution / active EE | $6,477 | $4,810+34.6% | $4,305+50.4% | $4,299+50.7% |
| Participant deferral / active EE | $8,692 | $6,272+38.6% | $5,540+56.9% | $6,507+33.6% |
| Admin fee / account holder | $7,265 | $16,786-56.7% | $14,329-49.3% | $12,624-42.5% |