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 | $181,698 | $185,822-2.2% | $169,993+6.9% | $139,434+30.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.28% | 60.50%-47.2pp | 53.37%-40.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,972 | $7,590-47.7% | $6,785-41.5% | $4,751-16.4% |
| Participant deferral / active EE | $8,032 | $11,622-30.9% | $10,408-22.8% | $6,710+19.7% |
| Admin fee / account holder | $23,734 | $15,381+54.3% | $12,815+85.2% | $11,403+108.2% |