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 | $148,624 | $154,228-3.6% | $145,433+2.2% | $137,256+8.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.14% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,738 | $4,804-63.8% | $4,554-61.8% | $4,156-58.2% |
| Participant deferral / active EE | $10,201 | $8,216+24.2% | $7,897+29.2% | $6,407+59.2% |
| Admin fee / account holder | $9,619 | $14,344-32.9% | $13,129-26.7% | $12,270-21.6% |