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 | $178,375 | $148,534+20.1% | $135,903+31.3% | $139,434+27.9% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 24.65% | 79.19%-54.5pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $17,430 | $5,243+232.4% | $4,856+258.9% | $4,751+266.9% |
| Participant deferral / active EE | $6,211 | $8,100-23.3% | $7,758-19.9% | $6,710-7.4% |
| Admin fee / account holder | $8,287 | $12,400-33.2% | $10,762-23.0% | $11,403-27.3% |