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 | $199,103 | $162,781+22.3% | $133,956+48.6% | $158,922+25.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.30% | 41.94%-23.6pp | 45.09%-26.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $4,559 | $4,975-8.4% | $3,919+16.3% | $4,761-4.3% |
| Participant deferral / active EE | $6,271 | $5,911+6.1% | $5,048+24.2% | $5,982+4.8% |
| Admin fee / account holder | $2,404 | $11,736-79.5% | $8,927-73.1% | $11,246-78.6% |