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 | $189,870 | $179,726+5.6% | $156,263+21.5% | $142,382+33.4% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 13.72% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,158 | $5,069-37.7% | $4,333-27.1% | $4,299-26.5% |
| Participant deferral / active EE | $6,849 | $6,956-1.5% | $6,158+11.2% | $6,507+5.3% |
| Admin fee / account holder | $3,122 | $17,272-81.9% | $14,255-78.1% | $12,624-75.3% |