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 | $173,107 | $176,812-2.1% | $146,665+18.0% | $167,490+3.4% |
| Participation rate | 81.3% | 83.6%-2.4pp | 80.1%+1.2pp | 82.1%-0.9pp |
| Annual return | 11.46% | 24.03%-12.6pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $4,646 | $5,160-10.0% | $4,136+12.3% | $4,837-4.0% |
| Participant deferral / active EE | $8,701 | $6,440+35.1% | $5,506+58.0% | $6,341+37.2% |
| Admin fee / account holder | $17,789 | $13,259+34.2% | $10,280+73.1% | $12,309+44.5% |