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 | $185,550 | $209,411-11.4% | $178,490+4.0% | $158,922+16.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 11.51% | 188.75%-177.2pp | 151.07%-139.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,599 | $5,706-54.5% | $5,011-48.1% | $4,761-45.4% |
| Participant deferral / active EE | $8,277 | $5,954+39.0% | $5,202+59.1% | $5,982+38.4% |
| Admin fee / account holder | $1,486 | $17,074-91.3% | $13,984-89.4% | $11,246-86.8% |