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 | $152,669 | $154,228-1.0% | $145,433+5.0% | $137,256+11.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 36.28% | 74.59%-38.3pp | 66.58%-30.3pp | 220.34%-184.1pp |
| Employer contribution / active EE | $6,545 | $4,804+36.2% | $4,554+43.7% | $4,156+57.5% |
| Participant deferral / active EE | $13,411 | $8,216+63.2% | $7,897+69.8% | $6,407+109.3% |
| Admin fee / account holder | $23,940 | $14,344+66.9% | $13,129+82.3% | $12,270+95.1% |