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 | $190,043 | $179,726+5.7% | $156,263+21.6% | $142,382+33.5% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 14.13% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,623 | $5,069-8.8% | $4,333+6.7% | $4,299+7.5% |
| Participant deferral / active EE | $8,103 | $6,956+16.5% | $6,158+31.6% | $6,507+24.5% |
| Admin fee / account holder | $31,478 | $17,272+82.2% | $14,255+120.8% | $12,624+149.4% |