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 | $199,676 | $178,174+12.1% | $156,181+27.8% | $137,256+45.5% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 18.29% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,933 | $4,972-20.9% | $4,294-8.4% | $4,156-5.4% |
| Participant deferral / active EE | $8,052 | $6,888+16.9% | $6,132+31.3% | $6,407+25.7% |
| Admin fee / account holder | $1,278 | $17,404-92.7% | $14,586-91.2% | $12,270-89.6% |