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 | $169,372 | $154,228+9.8% | $145,433+16.5% | $137,256+23.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,058 | $4,804-36.3% | $4,554-32.9% | $4,156-26.4% |
| Participant deferral / active EE | $4,558 | $8,216-44.5% | $7,897-42.3% | $6,407-28.9% |
| Admin fee / account holder | $3,874 | $14,344-73.0% | $13,129-70.5% | $12,270-68.4% |