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 | $161,791 | $154,228+4.9% | $145,433+11.2% | $137,256+17.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,973 | $4,804-17.3% | $4,554-12.8% | $4,156-4.4% |
| Participant deferral / active EE | $10,078 | $8,216+22.7% | $7,897+27.6% | $6,407+57.3% |
| Admin fee / account holder | $7,474 | $14,344-47.9% | $13,129-43.1% | $12,270-39.1% |