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 | $160,116 | $178,174-10.1% | $156,181+2.5% | $137,256+16.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 16.79% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,909 | $4,972-21.4% | $4,294-9.0% | $4,156-5.9% |
| Participant deferral / active EE | $7,102 | $6,888+3.1% | $6,132+15.8% | $6,407+10.8% |
| Admin fee / account holder | $1,381 | $17,404-92.1% | $14,586-90.5% | $12,270-88.7% |