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 | $172,016 | $157,256+9.4% | $141,162+21.9% | $152,861+12.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 21.78% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,119 | $5,261-21.7% | $4,735-13.0% | $4,762-13.5% |
| Participant deferral / active EE | $8,651 | $7,109+21.7% | $6,709+29.0% | $5,850+47.9% |
| Admin fee / account holder | $551 | $12,120-95.5% | $10,261-94.6% | $11,596-95.2% |