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 | $156,860 | $154,117+1.8% | $129,995+20.7% | $139,434+12.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 14.23% | 32.48%-18.2pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,426 | $5,289-35.2% | $4,320-20.7% | $4,751-27.9% |
| Participant deferral / active EE | $6,082 | $6,710-9.4% | $5,820+4.5% | $6,710-9.4% |
| Admin fee / account holder | $1,193 | $14,007-91.5% | $10,614-88.8% | $11,403-89.5% |