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 | $172,859 | $183,519-5.8% | $155,509+11.2% | $145,922+18.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.12% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $17,667 | $5,313+232.5% | $4,672+278.1% | $4,660+279.1% |
| Participant deferral / active EE | $7,767 | $6,462+20.2% | $5,626+38.0% | $6,688+16.1% |
| Admin fee / account holder | $17,727 | $19,313-8.2% | $15,912+11.4% | $13,397+32.3% |